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, […]
What is the difference between Day and IOC order validity?
Order validity determines how long your order stays active after it is placed. On the Samco app, you can set validity under Advanced Options on the order placement screen. Day A Day order remains active until it is executed or until the market closes for the day. If the order […]
What happens if my order is partially executed?
A partial execution happens when only a portion of your order quantity is filled at the exchange for example, you placed an order for 100 shares but only 60 were available at your price. In this case: The executed quantity (60 shares) will show as Executed in your Orders tab […]