Overview

FYERS My Account is a comprehensive web-based dashboard that centralizes all essential account-related functions for traders and investors. It enables users to monitor holdings in real time, access detailed and verified profit & loss (P&L) reports, manage KYC and personal information, and generate various account-level statements. The platform provides transparency by offering verified performance reports that can be shared externally, helping to avoid misrepresentation of results. By consolidating reporting, account management, and portfolio tracking, FYERS My Account serves as the operational hub within the FYERS ecosystem for both individual and corporate users.

Features and Capabilities

• **Account access & security: **Secure login options with OTP, TOTP, client-ID, and PIN entry. Two-factor authentication ensures protection of sensitive account and financial information.
• **Portfolio & performance reporting: **Provides detailed, segment-wise P&L and holdings reports with flexible time ranges (daily, weekly, monthly, or custom). Traders can track realized and unrealized gains while monitoring portfolio performance.
• **Verified P&L sharing: **Offers the ability to generate a unique, verified P&L link that confirms trading results. This feature helps maintain transparency and avoids tampered screenshots or falsified reports.
• **Account management & KYC: **Central hub for updating personal details such as email, phone, and banking information. Supports submission and maintenance of KYC documents, including workflows for both retail and corporate demat accounts.
• **Reporting & exports: **Allows downloading of segment-wise statements and account summaries in multiple formats for deeper analysis. Users can export records for compliance, audits, or personal performance tracking.
• **Integration with FYERS ecosystem: **Seamlessly connects with other FYERS platforms like FYERS Web, FYERS App, FYERS Trader, API, and Journal. Users can transition smoothly between trading, analytics, and back-office functions.
• **Support & knowledge base: **Built-in support articles and tutorials guide users through key functions such as journal usage, verified P&L generation, and account updates. Helps traders resolve issues quickly without relying heavily on customer support.