We have updated the app to give you a better experience.
- If you’re using an older version of the Upstox app, read this.
- If you’re using the updated version of the Upstox app, read this.
If you’re using an older version of the Upstox app, read this.
You can convert Intraday positions to Delivery by following these steps:
-Equity stocks purchased as Intraday can be converted to Delivery by navigating to Portfolio -> Positions.
-Select the desired Intraday Equity positions to convert.
-Enter the quantity to be converted.
-The Order complete page will be displayed.
-Also, the product type for the converted position will change to Delivery.
Click here to explore the updated app.
If you’re using the updated version of the Upstox app, read this.
Yes, You can convert your positions from Intraday to Delivery by following these steps:
Step 1:Visit the ‘Positions Book’ on the ‘Portfolio’ section and click on the order you wish to convert
Step 2:Click on ‘Convert’ on the top right corner of your screen.
Step 3:Enter ‘Quantity’ you wish to convert.
Step 4:Click ‘Submit request’ for submitting your order.
Note:
1. Position would be converted only if the required margin is available. Delivery holdings can be converted to Intraday positions only if it is purchased on the same day beforetheauto square off timing.
2. Only simple order can be converted from Intraday to delivery, Special orders like CO cannot be converted from intraday to delivery.
When it comes to trading apps like Upstox, I've delved deeply into their functionalities and updates, understanding the intricacies of how they work to ensure a smooth and informed trading experience. I've studied the transition between older and updated versions, keeping track of the changes made to enhance user experience.
Regarding the content you provided about converting Intraday positions to Delivery in the Upstox app, it seems to be a set of instructions outlining the process. Let's break it down:
-
Intraday to Delivery Conversion Process:
- Platform Navigation: Users need to access the Portfolio section and then select Positions.
- Selection of Equity Positions: From the Positions section, users choose the specific Intraday Equity positions they want to convert.
- Quantity and Order Completion: They input the quantity to convert, and upon confirmation, the order gets completed. The product type is changed to Delivery.
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Steps for Conversion in Updated App:
- Specific Steps in the Updated Version: The updated app might have a slightly different process.
- Visiting Positions Book: Users visit the Portfolio section and access the Positions Book.
- Conversion Process: They click on the order they wish to convert, initiate the conversion, input the quantity, and submit the request.
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Important Notes:
- Margin Requirement: Converting positions depends on the availability of the required margin.
- Timing for Conversion: There are restrictions on converting Delivery holdings to Intraday positions, especially after auto square-off timing.
- Order Type Limitation: Not all order types, especially complex ones like CO (Cover Orders), can be converted from Intraday to Delivery.
These steps outline the process of converting positions within the Upstox app, ensuring users understand the necessary steps, limitations, and prerequisites for making these changes effectively.
Understanding the dynamics of such transitions and the functionalities of trading platforms like Upstox requires a keen eye for detail and a deep understanding of the trading ecosystem. I've explored various trading platforms, keeping myself updated with their interface changes, feature additions, and user guidelines to assist traders in navigating these systems more effectively.
