The Financial tab appears on the admin dashboard only. It shows your Zerodha account positions updated in real time.

Opening the tab

Select Financial — it is always the first tab and cannot be removed.

What you see

Each row represents an open position:

Live updates

Positions refresh when:
  • Orders are placed or closed anywhere in the platform
  • Backend pushes fetchFinancialSocketData over Socket.IO
  • Manual refresh triggers from order events

When data is empty