Knowledge Base

1. How can I change my Product type, Order type, default trader type & default landing screen in Samco 3.0?

1. Log in to the Samco app.  
2. Go to the Profile section.  
3. Click on “Trading Preferences.”  
4. Select your preferences from the dropdown and apply the changes.

2. How can I turn off notifications from the Samco app?

1. Log in to the Samco app.  
2. Go to the Profile section.  
3. Click on “Notification Settings”  
4. Select your preferences from the dropdown and apply the changes.

3. Where can I check my Depository details in the Samco app?

1. Log in to the Samco app.  
2. Go to the Profile section.  
3. Click on the “Profile icon”  
4. Click on Demat Information.

4. Where can I check my active Segment in the Samco app?

1. Log in to the Samco app.  
2. Go to the Profile section.  
3. Click on the “Profile icon”  
4. Check active & inactive Segments.

5. Where can I view the available margin for trading?

1. Log in to the Samco app.  
2. Go to the Profile section.  
3. Click on “Funds ”  
4. Check the available margin to trade.

6. Where can I view my MTF margin?

1. Log in to the Samco app.  
2. Go to the Profile section.  
3. Click on “Funds ”  
4. Check the MTF margin.

7. Why is my ledger balance negative?

A negative balance in your Samco account can occur due to the following reasons:

1. Uncovered DP charges: Depository Participant (DP) charges are applied when shares are debited from your Demat account. If your account balance is insufficient to cover these charges, it results in a negative balance.
2. AMC charges: Account Maintenance charges can result in a negative balance if not settled.

8. How can I view or Download my ledger statement in the Samco app?

1. Log in to the Samco app.  
2. Navigate to the Profile section.
3. Select “Star Backoffice.”  
4. Click on “Ledger.”  
5. Choose the Segment and Date.  
6. Click “Show” or “Download,” as per your preference.

9. How can I download my ITR statements in the Samco app?

1. Log in to the Samco app.  
2. Navigate to the Profile section.  
3. Select “Star Backoffice.”  
4. Click on “Login”  
5. Choose the Statements and Date.  
6. Click “Show” or “Download,” as per your preference.

10. How can I apply for an IPO using the Samco app?

1. Log in to the Samco app.  
2. Slide up your Portfolio movers.  
3. Click on “Apply IPO.”  
4. Select the IPO.  
5. Fill in the required details.  
6. Click on “Submit.”

11. What’s your Portfolio mover in the Samco app?

The Portfolio Mover feature displays the top 5-6 best-performing stocks in your portfolio for the day, offering a quick overview of bullish or bearish performance.

12. Where can I check my NAV details in the Samco app?

1. Log into the Samco app.  
2. On the home page, locate the Networth tab in the middle-right section.  
3. Click on “Networth.”  
4. View your Networth on the homepage.

13. Where can I check my Index details in the Samco app?

1. Log into the Samco app.  
2. On the home page, locate the Networth tab in the middle-right section.  
3. Click on “Index”  
4. View your Index on the homepage.

14. What is Samco Screener?

The Samco Screener helps you to view the top-rated, top momentum, strong fundamentals, and top downtrend stocks of the day. It provides a clear market summary to help you easily track stock performance and make informed decisions.

15. Where can I check corporate actions in the Samco app?

1. Log in to the Samco app.  
2. Slide up your Portfolio movers.  
3. Go to the Traders Tool.  
4. Click on “Event Calendar.”  
5. Select “Corporate Action.”  
6. View the available details.

16. How can I buy an ETF using the Samco app?

1. Log in to the Samco app.  
2. Slide up Portfolio movers.  
3. Go to Top Products.
4. Click on “ETF.”  
5. Explore and select the ETF you want to buy.  

17. How can I buy Bonds using the Samco app?

1. Log in to the Samco app.  
2. Slide up Portfolio movers.  
3. Go to Top Products.
4. Click on “Bonds”  
5. Explore and select the Bonds you want to buy.

18. What is Position alert in the Samco app?

Position alerts notify you when a stock hits a key price, helping you stay on top of market moves. This saves time, reduces emotions, and allows quick action—making it a smart and simple trade method.

19. What are Market Insights in the Samco app? 

Market Insights offers research updates, corporate announcements, and key stock market information to help you stay informed and make better investment decisions. 

20. What is a Basket analyzer in the Samco app?

The Basket Analyzer is a tool that helps users identify, analyze, and track options trading opportunities which makes it easier to evaluate different strategies, understand market trends, and monitor trades to improve trading decisions.

21. What is Trade analytics?

Trade Analytics reviews your trades, highlights mistakes, and offers suggestions to improve your performance.

22. Where can I find the Options and Futures chain for all scripts in the Samco app?

1. Log in to your Samco Beta app.
2. Click the search icon next to the notification tab.
3. Enter the stock’s scrip name.
4. Scroll horizontally using the toggle to find the Option/Future chain next to Market Depth.

23. Where can I check my positions in the Samco app?

1. Log in to the Samco app.
2. Click on the “Portfolio” tab at the bottom. 
3. View your positions under “My Portfolio.”

24. How to view your holdings in the Samco app?

1. Log in to the Samco app.
2. Click on the “Portfolio” tab at the bottom.
3. Select the “Holdings” section under “My Portfolio.”

25. How to check the order status in the Samco app?

1. Log in to the Samco app.
2. Click on the “Orders” tab.
3. Check the status of all orders (pending, executed, and rejected).

26. Where can I find the trade status in the Samco app?

1. Log in to the Samco app.
2. Click on the “Orders” tab.
3. Select the “Trades” section.

27. How can I place a basket order in the Samco app?

1. Log in to the Samco app.
2. Click on the “Orders” tab.  
3. Select “Basket” at the top.  
4. Click “Create Basket,” name it, and tap “Create.”  
5. Search and add scripts.  
6. Click on “Trade all data once” or “Trade one by one”

28. How can I place a GTT order in the Samco app?

1. Log in to the Samco app.  
2. Search for the stock.  
3. Select the order type.
4. Click on the GTT option.  
5. Enter details and click “Create GTT.”  
6. Check GTT orders in the “Orders” tab.

29. How can I create a stock SIP in the Samco app?

1. Log in to the Samco app.  
2. Click on the “Orders” tab.  
3. Go to the “SIP” section.
4. Click “Create New SIP” and search for stock.  
5. Enter SIP details and click “Create.”  
6. View SIP under the “Active” tab.

30. How can I set an alert in the Samco app?

1. Log in to the Samco app.  
2. Tap on the “Orders” tab.  
3. Go to “Alerts.”  
4. Click “Create New Alert.”  
5. Select scripts and enter details (type, validity, price).  
6. Tap “Create Alert.”

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