What can I view in the Holdings tab on FYERS?
The Holdings tab in FYERS is your go-to dashboard for tracking all your delivery-based investments. It provides a unified view of your Stocks and Mutual Funds with real-time valuation, quantities, and profit/loss metrics.
Sections within the Holdings Tab
When you access the Holdings tab under the Portfolio section, you'll see three sub-tabs:
- Stocks – Lists all equity shares held in your Demat account, including T1 (settlement pending) holdings, which are marked accordingly.
- Mutual Funds – Displays all mutual fund investments made via FYERS.
- Pledges – Shows shares pledged for margin purposes (covered separately).
Use the horizontal toggle to switch between these asset types.
- Symbol / Name – The company or fund name.
- Qty / Units – Number of shares or MF units you hold.
- T1 Qty (stocks only) – Shares bought that are still under settlement.
- Invested Value – Total amount invested in that holding.
- Current Value – Real-time market value based on latest traded price.
- Unrealised P&L – Profit or loss based on current value.
- Today’s P&L – Change in value during the current trading day.
Filters Available
- All / Gainers / Losers – Quickly filter based on market performance.
- Search – Instantly find any stock or mutual fund you hold.
What If:
| Scenario | What You’ll See |
|---|
| You haven’t invested yet | “No shares yet” or “No mutual funds yet” message appears. |
| You bought stocks today | They appear with a “T1” tag under the Stocks tab. |
| You only hold mutual funds | Stocks tab will be empty; switch to Mutual Funds tab. |
Last updated: 13 Jun 2025
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