Can FIA show my portfolio performance and P&L in real-time?
Yes, FIA (FYERS Intelligent Assistant) gives you a real-time view of your portfolio on both FYERS Web and App. It covers your open positions, stocks, and mutual fund holdings, and helps you track overall performance at a glance.
What does portfolio analysis include?
FIA gives you a real-time snapshot of your entire portfolio, including:
- Open positions with current P&L
- Stocks and mutual fund holdings with live performance
- A basic summary of gains, losses, and overall portfolio trends
The analysis is automatically generated when you click 'Analyse Portfolio', and it updates with the latest market data.
How to use FIA for portfolio analysis?
You can access the portfolio analysis feature directly within FIA on both FYERS Web and App by following these steps:
On FYERS Web:
- Log in to FYERS Web.
- Click the FIA icon in the Markets section (top-right navigation bar).
- Click 'Analyse Portfolio'.
On FYERS App:
- Open the FYERS App.
- Tap the hamburger menu (☰) in the top-left corner.
- Go to FIA from the menu options.
- Tap 'Analyse Portfolio'.
Your portfolio view in FIA includes stocks, mutual funds, and open trades—refreshed live with each session.
What If?
| Scenario | Solution |
|---|
| You have no holdings or trades | FIA shows a “No data available” message |
| P&L looks outdated | Click 'Analyse Portfolio' again to refresh |
| Answer is incomplete/unclear | FIA may start giving gibberish or irrelevant answers after ~10 queries in one session. Start a new chat to reset context. |
Last updated: 25 Jul 2025
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