Can I check my portfolio performance and P&L in real-time using FIA GPT?

Can I Check My Portfolio Performance and P&L in Real-Time Using FIA GPT?

Yes, FIA GPT allows you to check your portfolio performance and profit and loss through chat. After opening ChatGPT and selecting the FIA assistant, you can request your portfolio data and view key metrics instantly.

This allows you to monitor your portfolio value, track gains or losses, and review holdings performance without manually navigating through multiple screens.

Portfolio Insights Available in FIA GPT

  • Total Invested: Displays the combined capital allocated across your holdings.
  • Current Value: Shows the latest market valuation of your portfolio.
  • P&L Summary: Displays realised and unrealised profit and loss based on current market prices.

Portfolio Breakdown and Analysis

  • Stock-wise profit and loss and quantity held
  • Sector-wise allocation and contribution
  • Instrument-wise classification such as Equity and ETFs
  • Quick access to charts and stock-specific data within the FYERS platform

Steps to Access Portfolio Data Using FIA GPT

  1. Open ChatGPT.
  2. Search for FIA (FYERS Intelligent Assistant).
  3. Select and open the FIA GPT assistant.
  4. Type a query such as Show my portfolio or What's my P&L today?

FIA GPT retrieves your holdings information from FYERS and displays the latest portfolio values based on current market prices.

Example Queries

  • Show my portfolio
  • What's my P&L today?
  • Show my holdings performance
  • What is my current portfolio value?

What If...

ScenarioOutcome
You are not logged in to FYERSFIA GPT may not be able to fetch portfolio data until your FYERS account is connected.
Market prices changePortfolio value and unrealised P&L may update based on the latest available market prices.
No holdings in the accountFIA GPT may not display portfolio data if there are no holdings in your FYERS account.

Last updated: 10 Mar 2026