How to use Group By to organise positions in FYERS?

How To Use Group By To Organise Positions in FYERS?

The Group By feature helps you organise your positions into clear categories, making it easier to review open, closed, profit-making, loss-making, or product-wise positions at a glance.

You can use Group By from the Positions section on both FYERS App and FYERS Web. The grouped view helps you scan positions faster without checking each position line by line.

How Group By works

Group By arranges your positions into expandable sections based on the category you select. You can switch between grouping options at any time, depending on how you want to review your positions.

You can group positions by:

  • Status: View positions as All, Open, or Closed.
  • P&L: Group positions based on profit or loss.
  • Products: View positions based on product type such as Intraday, Overnight, or MTF.
  • Symbol type: Group positions as Equity, Options, or Futures.
  • Underlying & expiry: Group derivative positions by underlying and contract expiry.
  • Smart Exit: Identify positions included or excluded from Smart Exit.
Closed positions remain visible under Status > Closed until the end of the trading day.

Steps to use Group By

On FYERS App

  1. Open the FYERS App.
  2. Tap Positions.
  3. Tap the Filter icon.
  4. Under Preference, tap Group by.
  5. Select how you want to organise your positions.

On FYERS Web

  1. Go to Portfolio > Positions.
  2. Click the Group by dropdown above the positions list.
  3. Select one of the available grouping options:
    • Status
    • P&L
    • Underlying & expiry
    • Products
    • Smart Exit
    • Symbol type
  4. FYERS will organise your positions based on the selected option.

What if...

ScenarioSolution
I cannot see the Group by option on FYERS App.Make sure you are on the Positions screen. Tap the Filter icon and check under Preference.
I cannot see the Group by option on FYERS Web.Go to Portfolio > Positions and check the Group by dropdown above the positions list.
A group shows no positions.The selected category may not have matching positions. For example, the MTF group will be empty if you do not have MTF positions.
I want to return to a simple list.Select Status and choose All to view positions without focusing on a specific category.
Position counts do not look correct.Check whether a search keyword, filter, or grouping preference is active. Clear filters to view all positions.
Closed positions are not visible later.Closed positions remain visible only until the end of the trading day.

Last updated: 19 Jun 2026


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