Position Table - Frequently Asked Questions

Question 1

Where can I track open orders and positions?

Accepted Answer

By scrolling down you can find open orders table and position table:

Manage your all your positions

Modify or exit trades or cancel orders

Track real-time P&L, entry price, SL/Target, and Greeks

Question 2

What is the Position Table in OptionX?

Accepted Answer

The Position Table is a live dashboard that shows all your open trades across market segments, including F&O, Equity, and Commodity. It provides real-time profit and loss (P&L) data and lets you manage your trades efficiently from a single place.

Question 3

How is the data in the Position Table categorized?

Accepted Answer

Trades are grouped by segment—F&O, Equity, and Commodity. Within F&O, positions are further nested by instruments (e.g., Nifty, Bank Nifty) and sorted by expiry date, allowing easy navigation and organization.

Question 4

How can I monitor my real-time P&L?

Accepted Answer

Each position listed in the table shows live P&L, so you can instantly assess whether you're making a profit or loss. This helps in taking timely decisions without switching screens.

Question 5

Can I view market activity and charts from the Position Table?

Accepted Answer

Yes, you can click on each position to open a live order ladder and view market movement charts directly within the table, giving you contextual insights without leaving the screen.

Question 6

How do I exit trades using the Position Table?

Accepted Answer

You can exit trades in two ways:

Click the ‘Exit’ icon next to each leg to exit individually.

Use the ‘Exit All’ button to close the entire strategy at once.

Question 7

What is the Adjustments Module and how do I use it?

Accepted Answer

The Adjustments Module allows you to modify live trades in real time. You can move, add, or exit portions of your open positions without rebuilding the entire strategy.

Question 8

How do I move a position?

Accepted Answer

To move a position:

Enter how many points away from the current LTP you want to shift the leg (e.g., +50).

Select the quantity or percentage (e.g., 50%).

Click the Move icon to exit the current order and execute a new one at the desired level.

Question 9

How can I add more quantity to an existing position?

Accepted Answer

Choose the percentage or quantity you want to add, click the Plus (+) icon, and the system will place a market order for the additional quantity.

Question 10

Can I exit only part of a position?

Accepted Answer

Yes, you can select a percentage or specific quantity to exit from the dropdown, then click the Exit button to close that portion of the position.

Question 11

Is the position table interface beginner-friendly?

Accepted Answer

Absolutely. The Position Table is designed with intuitive dropdowns, toggles, and modals to ensure ease of use for both new and experienced traders. It’s built to help you act quickly and confidently.

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