Account Summary Report displays a summary of the net worth pertaining to your trading account. Here, you can view your ledger balances, margin details (Available and Utilized) and current market value of
your holdings in 'A' category stocks & 'Z' category stocks.
To give you a clear and concise view of your account, Account Summary is divided into three major sections (Kindly refer to the screenshot above)
Ledger Details
Ledger Details provides details about Ledger Balances. These include:
- Projected Ledger Balance - It displays the projected ledger balances of your trading account.
- Running Account Balance It displays the amount that can be used for deducting non-trading charges like DP Charges, etc.
Margin Details
Margin Details provides details about your Margin Availability and Margin Utilization. These include:
- Total Cash Margin Utilized - It displays the total cash margin utilized by you in the market.
- Cash Margin Available - It displays the total cash margin that you can utilize to trade in the market.
Net Holding Market Value
Net Holding Market Value provides details on the current market value of your holdings. These details are displayed separately for A Category stocks and Z Category Stocks.
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