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

How to use Preferences (Filters and Columns) in Holdings?

The Preferences panel lets you tailor your Holdings view.

FYERS App (Mobile)

Open Preferences

  • Go to Portfolio → Holdings.
  • Tap the drop-down arrow at the top of the Holdings screen.
  • Select Holdings Preferences from the menu.

Filters (Mobile)

  • Filter options change by tab:
    • Stocks: All / Equity / ETF
    • Mutual funds: All / Pledgeable / Non-pledgeable / Pledged
    • Pledge: Pledging categories relevant to your view (covered separately)
  • After choosing filters, tap Save to apply or Reset to clear selections.

Columns / Sort (Mobile)

  • In the same panel, switch to Sort.
  • Choose how to arrange holdings (e.g., P&L, %P&L, Qty, LTP, Day’s P&L, Invested, Current value).
  • Tap Save to keep the sort order or Reset to return to default.
Tip: On mobile, Sort works like column preference—use Save to keep your order until you change it again.



FYERS Web

Open Preferences

  • Go to Portfolio → Holdings and choose Stocks or Mutual funds.
  • Click the Filters icon (top-right of the table). A side panel opens with Filters and Columns.

Filters (Web)

  • Options are context-aware:
    • Stocks: All / Equity / ETF
    • Mutual funds: All / Pledgeable / Non-pledgeable / Pledged
    • Pledge: Pledging categories relevant to your view (covered separately)
  • Click Save to keep your filter selection for the session, or Reset to defaults.

Columns (Web)

  • Switch to the Columns tab.
  • Use checkboxes to show/hide fields such as Qty, Buy/Avg price or NAV, LTP, Invested, Current value, Day’s P&L, Unrealised P&L.
  • Click Save to preserve your customised view for the session, or Reset to return to the default layout.

Troubleshooting

ScenarioWhat to Do
Can’t find a filterMake sure you’re on the correct tab (Stocks / Mutual funds / Pledge).
Missing a data fieldOn Web, enable it in Columns. On Mobile, adjust using Sort.
Preferences reset after loginBoth Web and Mobile save them only for the current session—reapply after logging in again.

Last updated: 26 Aug 2025


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