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Overview (Web)

The Home Tab in the Tradejini Sparc serves as the central dashboard, providing a comprehensive overview of key financial data as of the selected date. It offers users a detailed table and a pie chart for easy analysis, helping them assess their account status effectively.

Dashboard

1. Account Status

This table outlines key account status metrics, including:

• Ledger Balance: Displays the total ledger balance in your account.
• Cash Balance: Shows the cash available for immediate use.
• Options Balance: Represents receivables and payables from options positions.
• DP Holding Value: Displays the value of stocks held in your Demat account.
• Margin Stock Value (Cash Equivalent): The value of pledged stocks considered as cash equivalent.
• Margin Stock Value (Non-Cash): The value of pledged stocks considered as non-cash.
• Non-Cash Balance: Summarizes the total non-cash value of holdings.
• Total Balance: The sum of all balances, providing the overall account value.

2. Pie Chart

A pie chart is displayed alongside the table, offering a visual breakdown of key account balances:

• Blue: Margin Blocked
• Red: Option (receivable and payable)
• Orange: DP Holding Value
• Purple: Margin Stock Value (Non-Cash)
• Yellow: Other account metrics (as applicable)