Optra Execution and Saving to Strategy/ Portfolio
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Once we execute a strategy it needs to be saved again under portfolio. Is there a better way. Also, if one exits certain legs or adjustments are made, they need to be again manually updated in the portfolio section. Can we have a seemless recording of actual transactions/ adjustments from the portfolio section which directly can be used for execution.
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Thank you for your feedback. We have taken note of it and forwarded it to the concerned team. They will evaluate its feasibility.
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Under portfolio, If I have multi lots under one strike and want to square off some of them, complete strike gets end. Needs to be rectified
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@Vandana-Sharma Thank you for your feedback. It is under progress, till then you can split the lots into a new position for the same option with the respective number of lots and square that off.
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I see lot of lag during trading hours with the one associated with demat account, the separate paid version performance is little better, I also see sometimes price don't get updated, may lead to take wrong decision in short a lot of performance issue, it lags. The whole purpose of demat along with opstra is lost, its such a pain to see the active position, chart, portfolio, startegy in different windowslotvof discomfort when you need speed frequently I have to refresh to get data updated
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@Tushar-Patil Kindly share your UCC via DM or write to us at [email protected], so that we can specifically check the issue you are facing.
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@Vandana-Sharma Since our recent update, an option to partially exit any position is introduced under Strategy Positions, after you go to "Analyse Trade" section from Portfolio. Here, out of total number of lots, you can enter custom lots as well, to exit that position partially.
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Can I add stop loss on any leg in Opstra? It will really be a great help if this feature is available.
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@Ranadip-Dey If you have a demat account with Definedge Securities, you can put a SL order for your executed position from Opstra.
