How do I view and download my FYERS holdings statement?

How Do I View and Download My FYERS Holdings Statement?

Your holdings statement shows the securities held in your Demat account on a selected date. It includes a summary of invested value, current value, and unrealised P&L, plus security wise details. You can download it as PDF or CSV for reconciliation and records.

What is a holdings statement?

A holdings statement is a snapshot of your Demat holdings for a specific date. If you had no holdings on that date, the statement will be empty.

What the holdings statement contains?

  • Client details: Client name, Client ID, PAN, BO ID
  • Report context: Financial year, statement date, date of download
  • Summary: Total invested value, total current value, profit and loss (unrealised)
  • Holding details columns: Name, Qty, Buy price, Invested, Current, Unrealised P&L, Previous close, ISIN

Steps to view and download holdings statement

FYERS App

  1. Open the FYERS App and log in.
  2. Go to Menu (≡) → Reports → Statements.
  3. Tap Holdings statement.
  4. Under Download statement, choose the required Date selection.
  5. Tap Download PDF or CSV to save the statement.

FYERS Web

  1. Log in to FYERS Web.
  2. Go to Reports → Statements.
  3. In the left pane, click Holdings statement.
  4. Under Download statement, choose the required Date selection.
  5. Click Download PDF or CSV to save the statement.

Choose the date carefully because the holdings statement reflects a snapshot for that day only.

What If...

ScenarioSolution
No holdings appear for the chosen dateYou likely had no Demat holdings on that date. Pick another date when positions existed.
Need a spreadsheet for reconciliationUse Download CSV to analyse in Excel or Google Sheets.
Pledged or T1 quantities seem missingCheck whether the statement includes pledged or unsettled shares. If excluded, verify in Portfolio and on the settlement date.
Quantities do not match the live Portfolio viewEnsure the same date is selected. Corporate actions and settlements can cause day to day differences.
Average price looks incorrectAverage price reflects historical trades and corporate actions. Cross check your trade book and corporate action adjustments.

Last updated: 27 Mar 2026