Need help? You are in the right place

Q: Where can I view my Profit & Loss Statement?

On ‘My Portfolio – Reports’ by clicking on Profit & Loss (P&L) Statement you can view your P&L Statement. By default it displays P&L of the current Financial Year. You can change the Year by clicking on the drop down of the Financial Year which has 3 recent options You can also check your P&L for a particular duration by changing the ‘From’ ‘To’ dates in the date filter and clicking on P&L Statement top section will show overall Realised Gain/Loss, Dividend Received & the Total Gain/Loss or Net Gain/Loss across all asset classes.Your Gain will reflect in ‘Green’ and losses in red.

Q: Where can I see my Profit/Loss Stock wise or Scheme wise?

Yes you can check your Profit or Loss for individual stocks in a given duration below the asset class wise cards on the Profit & Loss Statement

Q: Can I export P&L Statement to Excel or PDF?

Yes you can download it in excel / pdf by clicking on ‘Download’ icon (three dots) and then selecting the option between excel / pdf

Q: Where can I see my Profit & Loss for individual asset classes - Equity, Mutual Funds & Derivatives?

By clicking on ‘My Portfolio - Reports - Profit & Loss (P&L) Statement’ you can view your P&L asset wise. On the card view of asset classes below the overall Summary it will show your Realised Gain/Loss, Dividend & Net Gain/Loss

Let us know how can we help you?

Demat FAQs

Trading FAQs

Brokerage & Charges

Account Maintenance

Commodities

Trading Platforms

Portfolio

Overview Summary

Profit and Loss Statement

Transaction Summary

Actionables

Dividend Summary

Capital Gain & Loss Statement

Products Tax Saving RI

Rights FAQs

Where can I view my Profit & Loss Statement?

Where can I see my Profit/Loss Stock wise or Scheme wise?

Can I export P&L Statement to Excel or PDF?

Where can I see my Profit & Loss for individual asset classes - Equity, Mutual Funds & Derivatives?

Open your accountUnlock powerful tools, expert tips, and top features.

Enter Mobile Number

+91

LoginorResume Journey