Customise Holdings View in FYERS – Filters & Columns (Web & Mobile)

How to use Filters and Columns in Holdings?

The Holdings section lets you view and manage your Stocks, Mutual Funds, and Fixed Deposits in one place. You can use filters to narrow down your holdings, sort them based on key values, and customise columns where available.

The available options differ between FYERS App and FYERS Web, and also depend on the selected holding type.

FYERS App

Open Filters

  • Go to Portfolio → Holdings and choose Stocks, MFs, or FDs.
  • Tap the Filter icon on the Holdings screen.
  • A bottom sheet opens with filter and sorting options based on the selected holding type.

Filters and Sorting

Options are context-aware and change based on the selected Holdings section:

  • Stocks:
    • Sort by: Total P&L / Total P&L (%) / LTP / LTP Chg (%) / Qty / Invested value / Current Value / Alphabetical
    • Filter by: None / T1 / Demat
    • Stock type: None / Equity / T-bills / ETF / G-secs / SGBs
  • MFs:
    • Filter by: None / Pledgeable / Non-pledgeable / Pledged
    • Investment Type: None / SIF / MF
  • FDs:
    • Sort by: Invested Amt. / Interest Rate / Maturity Date
    • Issuer: All / Suryoday Small Finance Bank / Shriram Finance Ltd / Unity Small Finance Bank / Bajaj Finance Ltd / Mahindra Finance Ltd
    • Issuer Type: All / Bank / NBFC

Tap Apply to update the Holdings view, or Reset to return to defaults.


FYERS Web

Open Filters

  • Go to Portfolio → Holdings and choose Stocks, MFs, or FDs.
  • Click the Filters icon at the top-right of the Holdings table.
  • A side panel opens with filter options based on the selected holding type.

Filters

Options are context-aware and change based on the selected Holdings section:

  • Stocks:
    • Stock type: None / Equity / T-bills / ETF / G-secs / SGBs
    • Holding Type: None / T1 / Demat
  • MFs:
    • Pledge: None / Pledgeable / Non-pledgeable / Pledged
    • Investment Type: None / SIF / MF
  • FDs:
    • Issuers: All / Suryoday Small Finance Bank / Shriram Finance Ltd / Unity Small Finance Bank / Bajaj Finance Ltd / Mahindra Finance Ltd
    • Issuer Type: All / Bank / NBFC
  • Pledge: Pledging categories relevant to your view are available under the Pledge section.

Click Apply to update the Holdings view, or Reset to return to defaults.

Columns

  • Click the Columns option, where available.
  • Use the checkboxes to show or hide fields based on the selected holding type:
  • Stocks: Qty, Buy avg price, LTP, Invested, Current value, Day’s P&L, Total P&L.
  • MFs: Qty, XIRR, Buy NAV, Current NAV, Invested, Current value.
  • FDs: Issuer, Invested Amt., Maturity Amt., Int. Rate, Annualised Returns.

Click Apply to update your customised view, or Reset to return to the default layout.


Last updated: 17 Jun 2026