How do I place Smart Exit in FYERS?

How do I place Smart Exit in FYERS?

Smart Exit lets you control risk at a portfolio level. Set a profit target and a stop-loss once, and FYERS will either auto-exit all eligible positions (except Delivery) when a limit is hit or alert you to act manually—depending on the mode you choose.

Below are App and Web steps in this order: Exit with Alert → video, then Alert without Exit → video.

On FYERS App

Exit with Alert

  1. Go to Portfolio → Positions overview and tap Smart Exit.
  2. Enter Target (profit) and Stop-loss (loss) values.
  3. Select Exit (Exit with alert). Positions will be squared off automatically when either value is hit.
  4. (Optional) Turn on Retest Stop-loss and set the retest duration.
  5. Tap Activate → review the summary → tap Confirm.

Alert without Exit

  1. Go to Portfolio → Positions overview and tap Smart Exit.
  2. Enter Target and Stop-loss.
  3. Select Alert without Exit. You’ll get a notification; positions remain open.
  4. Tap Activate to enable alert-only mode.

On FYERS Web

Exit with Alert

  1. Go to Portfolio → Positions and open the Smart Exit panel.
  2. Enter Profit target and Max loss.
  3. Keep Exit with alert selected. FYERS will square off eligible positions when either value is hit.
  4. (Optional) Expand Advanced to enable retest and set the check interval; add a Name if required.
  5. Click Create to activate. Manage it from the Smart Exit panel (toggle, edit, view history).

Alert without Exit

  1. Go to Portfolio → Positions and open the Smart Exit panel.
  2. Enter Profit target and Max loss.
  3. Select Only alert to receive notifications without auto-exit.
  4. Click Create. The active alert appears in the Smart Exit panel; use the toggle to enable/disable.

What if…

ScenarioWhat to check
Exit didn’t happen when target/SL was hitConfirm the mode is Exit (not Alert without Exit). Also ensure Smart Exit is Active in the panel/header.
It exited only some positionsSmart Exit excludes Delivery holdings. Only eligible (non-Delivery) positions are closed.
Multiple Smart Exits neededOnly one Smart Exit can be active at a time. Edit the active one or deactivate it to create another.
Want to avoid immediate SL exits on spikesEnable Retest Stop-loss and set the retest interval before activation.
Validity / end timeConfirmation shows validity until 11:59 PM for the day. Re-enable on the next trading day if needed.
When auto-exit is triggered, FYERS places a Market order with Protection (MPP) to close eligible positions. Delivery holdings are not affected.

Last updated: 29 Aug 2025

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