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

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

The Preferences panel in FYERS lets you tailor your Positions view by filtering trades based on criteria like product type or side, and by customising which columns are shown. It's split into two tabs: Filters and Columns, and adapts dynamically to the positions you hold.

Steps

  • Go to the Portfolio → Positions section.
  • Click the Filters icon in the top right of the screen.
  • In the Preferences panel, you’ll see two tabs:
    • Filters: Narrow down visible positions based on available criteria.
    • Columns: Show or hide specific data fields in your Positions table.

Using Filters (Smart)

  • Filters only appear when your position data has relevant values.
  • Examples of filter types:
    • Side: Buy / Sell
    • Product: Intraday, MTF, Overnight
    • Exchange: NSE, BSE
  • Simply check/uncheck to apply — results are instantly updated.

Customising Columns

  • In the Columns tab, toggle data like:
    • Qty, Avg price, LTP, Realised/Unrealised P&L, MTM
    • Transaction-specific values (Buy qty, Sell qty, etc.)
  • All changes reflect live on the table.
  • Use the reset icon to restore default columns.

What If

ScenarioWhat to Do
No filters are visibleSmart Filters show only when multiple relevant values exist. Try after taking more trades.
Columns not showing expected dataGo to the Columns tab and ensure the field is selected.
View resets after logoutPreferences are saved per session or browser — reselect when logging in elsewhere.
Want to simplify viewUncheck lesser-used fields to reduce clutter.

Notes

Filters and column preferences are for display only; they don’t affect execution or orders.
This is ideal for traders who want to track specific metrics or focus on one product type.

Last updated: 13 Jun 2025


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