How is the value curve and how should I use it?

What is the value curve and how should I use it?

The Value Curve shows how your portfolio value changes over time for a selected financial year. It visualises the movement of Equity, Mutual Funds, and Cash Balance as separate buckets, helping you understand how each component contributed to your overall portfolio trend. You can switch between buckets, choose a financial year, and overlay a benchmark index for comparison.

How each Value Curve is calculated?

Equity

Represents the end-of-day value of your stocks and ETFs based on the daily closing price. It reflects how your equity holdings moved on each day within the selected period.

Mutual Funds

Shows the value of your mutual fund holdings based on daily NAV. Since NAV updates once a day, the MF curve also updates accordingly.

Cash Balance

Displays the opening cash balance for each day. It helps you track how your available cash changed over the selected financial year.

Where to find it

Path: Reports → Value curve

Steps (FYERS Web)

  1. Sign in to FYERS Web.
  2. Open Reports from the top navigation.
  3. Click Value curve.
  4. (Optional) Use the date range selector (top-right) to choose a financial year.
  5. Switch between All, Equity, Mutual Funds, and Cash Balance.
  6. Use the Benchmark dropdown on the chart to overlay an index.
  7. Click Download to export the chart or data.

Steps (FYERS APP)

  1. Sign in to FYERS APP.
  2. Open Reports from the top navigation.
  3. Click Value curve.
  4. (Optional) Use the date range selector (top-right) to choose a financial year.
  5. Switch between All, Equity, Mutual Funds, and Cash Balance.
  6. Use the Benchmark dropdown on the chart to overlay an index.
  7. Click Download to export the chart or data.

What you’ll see

  • Starting value and Current value tiles for the selected period.
  • A time-series line chart of your portfolio value.
  • Tabs for All, Equity, Mutual Funds, and Cash Balance.
  • Benchmark selector on the top-right of the chart.
  • Date range selector for choosing the financial year.

How to use it

  • Use the category filters to view value trends for Equity, Mutual Funds, or Cash Balance separately.
  • Hover over any point on the chart to see the value for that specific day.
  • Select All to see the consolidated portfolio movement.

Notes
• Keep the tab on All for a complete picture; other tabs restrict the curve to that bucket.
• Starting value and Current value depend on the selected financial year.
• New accounts or periods with no activity may display a near-flat curve.

What if…

ScenarioWhat to do
I only want to see Equity (excluding Mutual Funds and Cash)Select the Equity tab to filter the curve and summary tiles.
I need to analyse a different financial yearUse the Date range selector (top-right) and choose the required FY.


Last updated: 27 Mar 2026