Dividend and corporate action history is not displayed directly within the Portfolio section of the Samco app. However, you can track upcoming corporate actions such as dividends, bonus issues, stock splits, and rights issues through the Event Calendar on the Samco app. For a history of past corporate actions and […]
Can I view my day-wise profit & loss in the portfolio?
Yes. The Day P&L figure is displayed prominently on both the Positions and Holdings screens within the Portfolio section. It shows the profit or loss your portfolio has generated on the current trading day, calculated based on the movement from the previous day’s closing price to the current market price. […]
Can I filter my portfolio by segment (Equity, F&O, Commodity)?
The Samco app does not currently support filtering your portfolio by segment within the Portfolio section. Your holdings and positions are displayed together without a segment-wise split. If you need a detailed segment-wise breakdown of your trades and holdings, you can access the Reports section on the Samco web platform, […]
How do I check my overall portfolio return?
Your overall portfolio return is visible right at the top of the Holdings tab. The summary card shows four figures: Total Value – the current market value of all your holdings combined, updated in real time Invested Value – the total amount you have invested across all your holdings Total […]
Does the app display my average buy price for each stock?
Yes, the Samco app shows the average buy price for every stock in your Holdings. When you tap on any stock in the Holdings tab, you can see the average price at which you hold that stock. The average buy price is calculated across all your purchase transactions for that […]
Can I see both equity and mutual fund holdings in my portfolio?
The Holdings tab in the Portfolio section displays your equity holdings that is, stocks held in your Demat account that you have purchased on a Delivery basis. Mutual fund holdings are not shown under the same Holdings tab. However, if you want a consolidated picture that includes all your investments, […]
Is the portfolio updated in real time and does it show live P&L?
Yes, the Samco app updates your portfolio in real time during market hours. As stock prices change throughout the trading day, your portfolio value and P&L figures are automatically refreshed, you do not need to manually reload the screen. The app displays two P&L figures across both the Positions and […]
How do I access my portfolio in the Samco app?
Your portfolio is one of the most frequently visited sections of the Samco app, and accessing it takes just one tap. At the bottom of the app, you will find the navigation bar with five options – Home, Watchlist, Orders, Portfolio, and Discover. Tap on Portfolio and you will land […]
How can I check filled, partially filled, and pending quantities in my orders?
You can check the detailed breakdown of any order directly from the Orders tab. Tap Orders in the bottom navigation bar Select the order you want to check The order details screen will show: Total quantity ordered Filled quantity — the portion that has been executed Pending quantity — the […]
Why was my order auto-squared off?
If you placed an Intraday order and did not close the position yourself, the Samco system will automatically square off your position at 3:15 PM. This is a standard risk management practice to ensure Intraday positions are not carried overnight unintentionally. The auto square-off works as follows: At 3:15 PM, […]
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