How to check Holdings in Web StockNote

The Web StockNote readily provides your entire holding details on a single interface.

To check your shareholdings, after logging in to the Web StockNote platform, click on the Position/Holding tab on the home page of the Web StockNote screen.

In the Holding book, you can check Your Portfolio NAV, Total gain loss with the bifurcation of Day PNL, and Total PNL.

You can even directly sell your holdings or enter Stop Loss, or even buy more lots of your open positions without adding it to the watchlist.

With the help of the Filter, you can search your holdings with its value, its price, or quantity.

You may also use the dropdown (Symbol) and select the desired filter to search for your holdings.

If you wish to see your Holding’s Profit and Loss, as per the previous day’s close or the average buying price, then navigate to the Home page, click on User Settings, then on Account Settings.

Under Position Book Settings, select the option you prefer and click on the Save button.

Note: The buying average price shown in Web StockNote is according to the FIFO method.

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4 Comments

  1. Shankareppa Angadi

    Hi Team,

    My Client ID is DS40517 and in my holdings I had some 6k holdings of NIEHPSD stocks. I noticed that some of the quantities are not showing in my holdings. Please rectify my query as soon as possible!.

    Thank you

    1. Team Samco

      Dear Customer,

      With regards to your query, we’d request you to kindly raise a support ticket on https://www.samco.in/support & you shall get a call from our executive soon.

      Looking forward to serving you soon.

      Thanks & regards,
      Team Samco

  2. Dear sir, I started using this app / web from 2 days and now I am not able to find anything in my holding / positions details. I request quick response.
    contact immediately 9845842115

    1. Team Samco

      Dear Sir,

      Our records indicate that a ticket has already been raised in the concerned department. They shall connect with you soon & provide the required resolution.

      For any other queries/information, you can mail us at support@samco.in, our executive shall assist you on the same.

      Looking forward to serving you soon.

      Thanks & regards,
      Team Samco

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