How can I update the buy average price for transferred holdings in FYERS?

How can I update the buy average price for transferred holdings in FYERS?

When holdings are transferred to FYERS from another broker, the purchase price may not be accurately available. Updating the correct buy average helps ensure that your investment value, profit and loss (P&L), and applicable reports are calculated using the correct acquisition cost.

You can update the buy average price either from the Portfolio section or through the Transferred Holdings report.

Before updating the buy average

Keep the original purchase details of the transferred holding handy. You will need the following information:

  • Buy date
  • Quantity
  • Buy price

If you are unsure about the original purchase price or date, refer to your previous broker's records or the applicable CAS (Consolidated Account Statement) before submitting the details.

Update buy average from Portfolio

You can update the buy average directly from your holdings:

  1. Open Portfolio and navigate to the Holdings section.
  2. Locate the transferred stock for which you want to update the buy average.
  3. You can proceed in either of the following ways:
    • Hover over the holding, select the three-dot menu, and click Update Buy Avg/Buy NAV.
    • Click the holding to open its details panel on the right-hand side.
  4. Select Update to enter the actual purchase details.
  5. Enter the required Buy date, Quantity, and Buy price/NAV.
  6. Review the details carefully and confirm the update.

If the displayed buy average is already correct, select Accept instead of updating it.

Update buy average from Reports

You can also update the purchase details from the Transferred Holdings report:

  1. Go to Reports → Transactions → Transferred Holdings.
  2. Locate the transferred holding you want to update.
  3. Click the edit icon next to the buy average.
  4. Enter or verify the required purchase details.
  5. Review the information carefully and confirm the update.

Processing time

After the purchase details are submitted and confirmed, the updated buy average may take approximately 2–3 trading days to reflect in your FYERS account.

Important: Once the buy price details are confirmed, they cannot be modified or edited later. Verify the buy date, quantity, and buy price carefully before confirming.

What If...

ScenarioSolution
The displayed buy average is incorrect.Select Update and enter the correct buy date, quantity, and buy price.
You do not know the original buy price.Check your previous broker's transaction reports or applicable CAS before entering and confirming the details.
The displayed buy average is already correct.Select Accept to confirm the displayed value.
The updated value is not visible immediately.Allow approximately 2–3 trading days for the changes to reflect.
The buy price was confirmed with incorrect details.Once confirmed, the buy price cannot be modified or edited later. Review all acquisition details carefully before confirmation.

Last updated: 07 Aug 2026