Knowledge Base - Net.net 11 |
10 October 2013

Portfolio comprises of group of securities. ODIN™ Diet supports creation of
well-diversified profiles. Securities from various market segments - NSE Equity
and Derivatives, BSE Equity, MCX, NSEL, MCX SX and so on - can be clubbed
together and viewed in the Market Watch. Manage portfolios is an easy and quick
task in ODIN™ Diet. Default portfolio selection is configurable that makes the
most favourite portfolio to be displayed each time on ODIN™ Diet logon.
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Facility to search from available scrips from various market
segments
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Highly integrated Portfolio creation on the fly
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Set up of Default portfolio
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Updated list of portfolios made available in Market Watch at
any instance of time
Using Portfolio, you can do the following:
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Create Portfolios
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Apply Portfolios
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Modify/Remove Portfolios
Create Portfolios
Method I
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Click Tools > Portfolio. Alternatively, press
Alt+F3. The Portfolio window is displayed.
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Enter a new name of the portfolio you want to create.
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Search and add securities. You can search securities based on Scrip Code,
Symbol, Series, Market Type, Expiry Date, Strike Price, Option Type. Generally,
you can employ more than one filter condition and search securities resulting in
narrowed and precise search results. Dynamic Portfolio can be created for
Futures and Options. For example, once it is created for three consecutive
months i.e March, April, May and March month gets over, then it
will consider April as current month, May as near month, June as far
month.
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Click Save. The Portfolio
is saved with the entire scrips from the selected grid.

Method II
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In a Market Watch window, add securities/ contracts you want to
trade with.
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Right-click inside the Market Watch window.
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From the available options, select Save
Portfolio.
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Enter a unique name.
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Click OK. A new portfolio
with the added scrips is created.

Apply Portfolios
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Right-click inside the Market watch window, select Scrip Portfolio.
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Select a portfolio and click Apply. The details of
the selected profile are viewed in the Market Watch.
Note : The Market Watch can display multiple portfolios at a time.
Modify/Remove Portfolios
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Click Tools > Portfolio.
Alternatively, press Alt + F3.The Portfolio window is
displayed.
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Select the Portfolio to modify/remove. The profile details are displayed in
the grid.
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Select and add new scrips, as required. The selected security is added in an
ascending order of the security name list.
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To remove scrips, select the scrip from the Selected grid, click Remove.
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Click Save to update
the changes. On confirmation, the selected profile is updated.

Note: You can open only a single Portfolio window.

Watch
Online Trading Demo