Complete Position Table Guide

LAST UPDATED 09 May, 2025

This guide will help you to understand how to manage their trades efficiently using the Position Table. It explains how to monitor performance, and adjust trades —key tools for improving decision-making and minimizing risk

1. Position Table

The Position Table gives a live snapshot of all your open trades, showing real-time profit/loss (P&L) across various market segments.

Features

1. See P&L:

  • Helps track your earnings or losses at a glance.
  • View real-time P&L for all current positions
position table PNL.png

2. Categorized View:

  • Positions grouped by segment: F&O (with nested levels: Nifty, Bank Nifty → by expiry), Equity, Commodity

Image from OptionX.trade

3. Open Ladder & Charts: Click to view live order ladders and market movement charts.

position table access ladder and charts.png

4. Exit Legs (Individually or All): Click ‘Exit icon’ next to each leg or choose ‘Exit All’ to close the entire strategy.

position table exit positions.png

2. Adjustments Module

Fine-tune your strategy in real-time by adding, moving, or exiting positions directly from the adjustments module.

position table adjustments-1.png

2.1 Move Positions

Step 1: Select or enter how much away and in which direction ( + or - ) points from the current LTP. (eg. +50 )

Image from OptionX.trade

Step 2: Select % or enter quantity from the dropdown. (eg. 50%)

Image from OptionX.trade

Step 3: Click on "Move icon". Order will be exited and new order will be executed. (50% of the quantity will be exited and a new order will be placed at this price )

Image from OptionX.trade

2.2 Add Positions

Step 1: Select % or enter quantity from the dropdown.

Step 2: Click the ➕ Plus Icon.

Image from OptionX.trade

Step 3: New quantity is added via market order.

position table adjustments added qty.png

2.3 Exit Positions

Step 1: Select % or enter quantity from the dropdown. (eg. 50%)

Image from OptionX.trade

Step 2: Click exit, and your order will be exited

Image from OptionX.trade

Final Notes for Users

  • These tools are designed to give you control over your trading while minimizing risk.
  • Learn to adjust, exit, and protect effectively to make confident and strategic decisions.
  • The visual layout and interaction patterns (dropdowns, modals, toggle buttons) are designed for intuitive use.