Quick Start Guide for Holdings on FYERS

Quick Start Guide for Holdings on FYERS

Holdings help you view, manage, and act on your stock and mutual fund investments in FYERS. Access performance summaries, take quick actions, stay updated with news, and pledge holdings for margin on both App and Web.

On FYERS App

  • Swipe the Holdings section under Portfolio to switch between Stocks and Mutual Funds.
  • Check P&L summary: Invested, Current Value, Today’s P&L, Total P&L.
  • Use search & sort to arrange holdings by stock type, holdings type, and more.
  • Stay informed with news icons inside each stock holding.
  • Use Trading Journal from the dropdown to note trade insights.
  • Tap a holding to Buy, Sell, Create GTT, or Set Alerts.
  • Switch to the Mutual Funds tab to track P&L, NAV, and daily performance.
  • Go to the Pledges tab to pledge or manage pledged holdings.
  • Tap Pledge beside eligible stocks or MFs to get margin for trading.
  • Check the Pledge History table to track pledged qty, unpledges, and status.

On FYERS Web

  • Go to Portfolio → Holdings to view and manage stocks & mutual funds.
  • Review individual holdings with sortable columns for stock type, holdings type, etc.
  • Click a holding row to open the right panel with actions: Buy, Sell, Create GTT, Set Alerts.
  • Use the News icon beside holdings for relevant market updates.
  • Switch to the Mutual Funds tab to track NAV, P&L, and daily performance.
  • Go to the Pledges tab to pledge or manage pledged stocks & MFs.
  • Click Pledge beside eligible holdings to secure trading margins.
  • Check Pledge History for pledged qty, unpledge requests, and status updates.
Note: Pledging is available only for approved stocks & MFs. Margins from pledging can be used for trading as per SEBI regulations. Review charges and haircuts before pledging.

    • Related Articles

    • Quick Start Guide for News on FYERS

      The News section in FYERS keeps you updated with live market headlines, symbol-linked updates, and full articles. You can also personalise your feed by sector or source. Available on both App and Web. On FYERS App Go to Discover → tap News to scroll ...

    • Quick Start Guide for Advanced Charts on FYERS

      Advanced Charts in FYERS give you powerful analysis tools with indicators, drawing tools, multi-chart layouts, and trade-from-chart features. Available on both App and Web. On FYERS App Tap the Charts icon from Symbol Details to launch advanced ...

    • Quick Start Guide to Manage Orders

      This is the quick start guide to track and manage your orders on FYERS — including Open, Closed, GTT, Smart Orders, SIPs, and Trades. You can view and control your activity across Stocks, F&O, Mutual Funds, and IPOs from the Orders section on both ...

    • Quick Start Guide to View and Manage Positions

      This quick guide explains how to track and manage your active positions in FYERS. The Positions tab shows real-time P&L, holding size, and product type, and lets you square off, reverse, convert, or exit all positions on both FYERS App and Web. On ...

    • Quick Start Guide for Order Placement

      The Order Window is where you place all types of trades on FYERS—Market, Limit, Stop-Loss, and more. It adapts based on the instrument, product type, and trading strategy you select. Watch this quick guide to learn how to navigate and use the Order ...