Where can I view my Profit & Loss (P&L) Statement?
A Profit & Loss Statement shows the details of trade-related transactions executed in a financial year. It includes security-wise details of realised & unrealized profit/loss, number of shares, average purchase rate, holdings value, market value, etc.
- Realized Profit/Loss—If you have bought and sold a particular stock in the selected financial year, the actual profit/loss earned will be displayed if you select 'Realized' while generating the statement.
- Unrealized Profit/Loss—If you have bought a particular stock and have not sold it in the selected financial year, the unrealized profit/loss will be displayed when you select 'Unrealized' while generating the statement. Here the outstanding quantity is compared with closing rates of the previous day of the date on which the P/L statement is generated, and accordingly the unrealized profit/loss is arrived at.
- You can choose to generate both realised and unrealized details together by selecting 'Both.'
Your Profit & Loss Statement can be accessed through MyGeojit:
* The P&L Statement provided here is not computed for filing tax returns.
* For tax purposes, use the Tax Based VAS Report available on MyGeojit.Still need help? Create Ticket
