How can I view my portfolio in the Holdings section of Discover Home?
The Holdings panel in Discover Home offers a quick, real-time view of your investment portfolio across stocks and mutual funds. It’s a useful snapshot for checking current value, profit/loss, and how much capital you’ve deployed—all without navigating to a separate holdings page.
What the Holdings section shows
You’ll find the Holdings panel just below the Market Overview on the Discover Home tab. It provides the following information at a glance:
- Stocks and Mutual Funds Tabs: Toggle between your equity and mutual fund investments.
- Invested Value: The total amount you’ve invested.
- Current Value: The current market value of your holdings.
- P&L (Profit and Loss): Shows both absolute and percentage gain/loss.
If you have no holdings yet, the panel will prompt you to start investing.
How to access your holdings from Discover
- Go to FYERS Web or open the FYERS mobile app.
- From the Discover tab (which loads by default), on the right side you'll Holdings panel.
- In the Holdings panel, tap between Stocks and Mutual Funds tabs to switch views.
- Tap the panel or “View Holdings” to go to the detailed holdings page.
What If scenarios
| Situation | What to do |
|---|
| Holdings panel shows 0 or is blank | You may not have any active investments, or your data is syncing—wait a moment and refresh |
| Wrong values or missing funds | Tap the panel to go to the full holdings page for accuracy and breakdown |
| Only one tab (e.g., Stocks) is visible | The panel shows only categories where holdings exist; mutual funds will show only if invested |
For a detailed view with filters, tap “View Holdings” from the panel to open your full holdings list.
Last updated: 15 Jun 2025
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