What is a stocks P&L (Profit and Loss) report?

The Stocks Profit and Loss report shows:

1. Realised profit or loss for each completed trade within the selected date range, including any charges.
   "Realised profit or loss" means the profit or loss made on stocks you've sold during that period.

2. Unrealised profit or loss, which is the profit or loss on stocks you still hold in your portfolio.

Additionally, it gives remarks and highlights important corporate actions that have affected your stocks.

Steps to request your Profit/Loss Statement:

1. Go to your profile.
2. Select the 'Reports' option.
3. Under 'Profit & Loss', choose Stocks P&L.
4. Select the relevant financial year or date range.
5. Click 'View'.

Click the button below to go directly to the 'Reports' section.