Account Details
The interface contains two main tabs: Account Summary and Account Statements.
- The Account Summary tab presents you with a detailed graphical breakdown/ analysis of your cash account. The information displayed in the Account Summary is updated in real-time as you perform trades via the app.
- When a buy order is placed, the system will block the value of the order from the cash account. This will be reflected in the Pending Amount (Withdrawals and Orders).
- Once the order is filled the blocked amount will become zero.
- When a sell order is placed, the order value is reflected as Unsettled Sales, and once the order is filled the Cash Balance is updated.
Switching to the Account Statement tab, allows you to download a statement containing your cash deposits, withdrawal details, and portfolio details for a certain month.
- Select the desired portfolio, the statement type: Cash or Holding, and the period.
- Tap on Download.