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A detailed Profit and Loss statement or Capital Gains statement is generally required to identify transaction-wise gains and losses from shares, mutual funds, futures and options, intraday trades and other investments.

Before Downloading the Report

Keep the following points in mind:

1. Groww

Downloading the Stocks Capital Gains Report

1. Log in to Groww

   Open the Groww application or website and sign in to your account.

2. Open your profile

   Select your profile icon.

3. Open Reports

   Select Reports from the available account options.

4. Open the Tax section

   Under Reports, select Tax.

5. Select the Stocks Capital Gain report

   Choose Stocks – Capital Gain.

6. Select the financial year

   Choose the financial year for which the statement is required.

7. View and download the report

   Select View and use the available download option to save the report.

Downloading the Detailed P&L Report

• Go to Profile → Reports.
• Select Profit & Loss.
• Choose Stocks P&L or F&O P&L.
• Select the financial year or enter the required date range.
• Select View.
• Download the available detailed report.

Downloading the Mutual Fund Capital Gains Report

• Open the Groww application.
• Select You.
• Open SIPs & Reports.
• Select Capital Gain.
• Choose the relevant financial year.
• Select Download.

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2. Zerodha

Zerodha tax reports are downloaded through the Console platform.

Downloading the Tax P&L Report

1. Log in to Console

   Open Zerodha Console and log in using your Zerodha credentials.

2. Open Reports

   Select Reports from the main menu.

3. Select Tax P&L

   Open Tax P&L.

4. Select the financial year

   Choose the relevant financial year.

5. Select the quarter range

   Select the applicable quarter or complete financial-year range.

6. Open the segment-wise report

   Select the arrow displayed beside the required segment.
   Review the available sections for:
   • Equity
   • Futures and options
   • Currency
   • Commodity
   Mutual funds, where applicable

7. Download the complete Tax P&L

   Scroll to the download section and select Download Tax P&L Report for All Segments.

Downloading a P&L Report for a Custom Period

• Go to Console → Reports → P&L.
• Select the required segment.
• Choose realised, unrealised or combined P&L.
• Enter the required date range.
• Select View.
• Download the spreadsheet.

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3. Angel One

Downloading the Detailed Tax P&L Statement

1. Log in to Angel One

   Open the Angel One application and sign in.

2. Open Account

   Select Account from the navigation menu.

3. Select Profit and Loss

   Open the Profit and Loss section.

4. Select the period

   Choose the required financial year or enter the relevant date range.

5. Select Download

   Tap or click the download option.

6. Choose Detailed Tax P&L

   From the available report types, select Detailed Tax P&L Statement.

7. Confirm the date range

   Verify that the selected period covers the complete financial year.

8. Download the report

   Download and retain the report in the available format.
   The Detailed Tax P&L includes information used to identify short-term and long-term gains and losses. If transaction-level verification is required, trade history can also be downloaded from Account → Trades and Charges → Download Trade History.

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4. Upstox

Downloading the Tax Report

1. Log in to Upstox

   Open the Upstox application and sign in.

2. Open your profile

   Select the profile icon displayed at the top-left corner.

3. Open My Account

   Select My Account.

4. Open Reports

   Select Reports.

5. Choose Tax Report

   Open Tax Report from the list of reports.

6. Select the financial year

   Choose the required financial year.

7. Download or email the report

   Select either:
   • Download Report, or
   • Email Report
   • Save the file received through the selected method.
   • Review whether the downloaded report contains separate details for equity delivery, intraday and derivative transactions.

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5. ICICI Direct

Downloading the Equity Capital Gains Statement from the Website

1. Log in to ICICI Direct

   Sign in to the ICICI Direct website.

2. Open Portfolio

   Select Portfolio.

3. Open income-tax statements

   Select Statements for Income Tax Return Filing.

4. Select Equity Capital Gain

   Choose Equity Capital Gain.

5. Select the report format

   Choose either:
   • Trade-wise, for transaction-level details; or
   • Scrip-wise, for security-wise consolidated details.
   For detailed reporting, the trade-wise report is generally preferable.

6. Select the financial year or period

   Choose the required financial year or enter the relevant dates.

7. View the statement

   Select View and then View Details, where available.

8. Download the report

   Use the download option to save the detailed statement.

Downloading through the ICICI Direct Application

• Log in to the application.
• Select Account.
• Open Statements & Reports.
• Select Capital Gain Statement.
• Choose the segment and financial year.
• Generate and download the report.

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6. Kotak Securities

Downloading the Capital Gains Report

1. Log in to Kotak Securities or Kotak Neo

   Sign in to the Kotak Neo website or application.

2. Open Profile

   Select the profile icon.

3. Open Reports and Statements

   Select Reports and Statements.

4. Select Capital Gains Report

   Choose Capital Gains Report. The platform may redirect you to the Kotak Neo reporting page.

5. Select the financial year

   Choose the required financial year.

6. Select the report view

   Choose between:
   • Summary
   • Detailed report
   • Select the detailed report for transaction-level information.

7. Generate the report

   Select Go or the corresponding generate option.

8. Download the report

   Use the Excel download option.

Downloading the Gain and Loss Statement

• Go to Profile → Reports.
• Select Gain & Loss Statement.
• Choose the financial year or date range.
• Generate the report.
• Download it in Excel format.

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7. HDFC Securities

Downloading the Capital Gain or P&L Statement

1. Log in to HDFC Securities

   Open the HDFC Securities application or mPowered platform and sign in.

2. Open Reports or Statements

   From the account, profile or portfolio menu, select Reports, Statements or P&L/Capital Gain.

3. Select the required report

   Choose:
   • Capital Gain/Loss Statement, or
   • Profit and Loss Statement

4. Select the asset type

   Choose the relevant asset category:
   • Equity
   • Derivative
   • Mutual Fund
   • Generate separate reports for each asset type used during the year.

5. Select the period

   Choose the financial year or enter the required date range.

6. Generate the detailed statement

   Select View, Generate or the corresponding option.

7. Export the transactions

   Download the detailed transactions in Excel format. Retain the PDF version as supporting documentation where available.
   HDFC Securities states that detailed capital gains transactions can be exported from mPowered and that P&L and capital gain statements are also available through its trading application.

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8. Motilal Oswal

Downloading the Capital Gains Report

1. Log in to the Motilal Oswal portal

   Open the Motilal Oswal trading portal and sign in.

2. Open Reports

   Select Reports.

3. Select Detailed Reports

   Open Detailed Reports.

4. Open Capital Gains

   Locate the Capital Gains section.

5. Select Equity

   Choose Equity or the required investment segment.

6. Select the financial year

   Choose the relevant financial year.

7. Generate the report

   Select Go.

8. Download the statement

   Download the detailed report in the available format.

Alternative ITR Report Route

Some versions of the platform provide an ITR Report option:

• Select ITR Report.
• Choose the current or previous financial year.
• Confirm the request.
• Check the registered email address.
• Download the ZIP file received.
• Extract the file.
• Locate the Excel file named Capital Gain Loss Summary Report or a similar report name.

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9. SBI Securities

Route 1: Portfolio Statements

1. Log in to SBI Securities.
2. Open Portfolio.
3. Select Statements.
4. Choose Capital Gains.
5. Select the relevant financial year.
6. Select the investment segment.
7. Generate and download the report.

Route 2: My Reports or Historical Reports

• Log in to the SBI Securities portal.
• Open My Reports or Historical Reports.
• Select P&L Report or Capital Gains Report.
• Choose the financial year or date range.
• Select the asset type, such as Equity.
• Select All under product type, where available.
• Choose With Charges if the report offers this option.
• Select Generate or Export.
• Download the report in Excel.
• Generate separate reports for equity, derivatives and mutual funds where the platform does not combine them. SBI Securities’ reporting framework includes capital gain/loss reports, P&L statements and downloadable Excel outputs.

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10. Paytm Money

Downloading the Stocks P&L Report

1. Log in to Paytm Money

   Open the Paytm Money application or website.

2. Open the Stocks section

   Go to your Stocks dashboard.

3. Open Account

   Select Account.

4. Open Statements

   Select Statements.

5. Select P&L Reports

   Choose P&L Reports.

6. Select the period

   Choose the required financial year or report period.

7. Request the report

   Submit the report request.

8. Check your registered email

   Paytm Money may deliver the requested report to the email address registered with the account.

9. Download and retain the attachment

   Save the report without changing its structure.

Mutual Fund Realised Gains Statement

For mutual funds:

• Go to Account → Statements.
• Select Realised Gains Statement.
• Choose the required period.
• Request the statement.
• Download the PDF delivered to the registered email address.

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11. Sharekhan

Downloading the Capital Gain P&L Report

1. Log in to Sharekhan

   Sign in to your Sharekhan account.

2. Open Portfolio

   Select Portfolio from the main menu.

3. Select Detailed View

   Open Detailed View.

4. Open More Reports

   Select More Reports.

5. Choose Capital Gain

   From the dropdown list, select Capital Gain.

6. Open the Capital Gain tab

   Select Capital Gain at the top of the reporting page.

7. Select the financial year

   Choose the required financial year.

8. Download the report

   Under Download Reports, select the Excel icon.

Downloading an F&O Transaction Report

Where derivative details are required:

• Open Reports.
• Select Transaction Report.
• Choose FNO.
• Enter the required date range.
• Generate and download the report.

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12. 5paisa

Downloading the P&L or Tax Report

1. Log in to 5paisa

   Sign in through the application or website.

2. Open the account menu

   Select Menu, Profile or Account.

3. Open Reports

   Choose Reports, Statements or Back Office.

4. Select the relevant report

   Look for one of the following:
   • P&L
   • Profit and Loss
   • Tax P&L
   • Capital Gains
   • Realised P&L

5. Select the segment

   Choose the required segment:
   • Equity
   • Intraday
   • Futures and options
   • Commodity
   • Currency

6. Select the financial year

   Enter the complete financial-year date range if a direct financial-year option is unavailable.

7. Generate the detailed report

   Select the detailed, transaction-wise or tax version rather than the dashboard summary.

8. Download the file

   Download the Excel, CSV file provided by the platform.
   Where the report is not visible, raise a request through 5paisa support for the complete Tax P&L or transaction statement. 5paisa also supports connected tax-reporting services that can access P&L and capital gains data after account authentication.

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13. Axis Securities or Axis Direct

Downloading the Capital Gain/Loss Statement

1. Log in to Axis Direct

   Sign in to the Axis Direct portal or RING application.

2. Open Portfolio

   Select Portfolio.

3. Open Reports

   Select Reports.

4. Select Capital Gain/Loss

   Choose Capital Gain/Loss Statement.

5. Select the period

   The current financial year may appear by default. Change it to:
   • A previous financial year, or
   • A custom date range

6. Generate the statement

   View the report, including the available short-term, long-term, speculative and total figures.

7. Download the report

   Select the three-dot menu or download icon.

8. Select the format

   Choose Excel.

Downloading the P&L Statement

• Go to My Portfolio → Reports.
• Select P&L Statement.
• Enter the required period.
• Generate the report.
• Download the Excel.

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14. Geojit

Downloading the Tax Computation or P&L Statement

1. Log in to MyGeojit

   Open MyGeojit and sign in.

2. Open Reports or Statements

   Select the reporting or statement section.

3. Select Tax Statements

   Choose Tax Computation Statement, Tax Statements or the corresponding option.

4. Select the financial year

   Choose the required financial year.

5. Submit the request

   Select the option to generate, request or export the statement.

6. Check the registered email

   Some Geojit tax statements are processed and delivered to the registered email address.

7. Download the compressed folder

   Download the ZIP folder or report package received.

8. Extract the P&L file

   After extracting the folder, locate the P&L calculation file and the other supporting tax statements.
   The Geojit P&L statement may contain security-wise realised and unrealised amounts along with detailed transactions.

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15. Edelweiss Broking or Nuvama

Downloading the P&L or Tax Report

1. Log in to Nuvama

   Use the current Nuvama trading account credentials.

2. Open Reports

   Select Reports from the menu.

3. Choose the report category

   Select either:
   • Profit & Loss, or
   • Tax

4. Select the asset or segment

   Choose equity, derivatives or the applicable asset category.

5. Select the financial year

   Choose the complete financial year or enter the required date range.

6. Generate the report

   Select the detailed report and generate it.

7. Choose the delivery method

   Select:
   • Download, or
   • Email report

8. Choose the format

   Download the report in Excel.

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16. Integrated

Downloading the Financial or P&L Statement

1. Open the Integrated login page

   Select the portal associated with your account.

2. Log in

   Enter the required login credentials.

3. Open Financial Statement

   Select Financial Statement from the account or reporting menu.

4. Select the period

   Enter the required financial-year dates.

5. Select the relevant account or segment

   Choose the trading, demat or investment account for which the statement is required.

6. Refresh the statement

   Select Refresh to display the statement and current balance.

7. Look for P&L or Capital Gains details

   Where separate options are available, select the P&L, capital gains or tax statement.

8. Download the statement

   Select the Print icon and save or download the statement.
   Integrated’s official FAQ specifically directs users to Financial Statement, followed by Refresh and the Print icon for downloading.

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17. Reliance Securities

Downloading the P&L Report

1. Log in to Reliance Smart Money

   Sign in to the trading or reporting platform.

2. Open Reports

   Select Reports or Back Office.

3. Select P&L Report

   Open the P&L Report.

4. Select the segment

   Choose the required asset or trading segment.

5. Select the period

   Enter the financial year or the required date range.

6. Generate the report

   Select View or Generate.

7. Review the classification

   Check the long-term, short-term and other P&L sections displayed in the report.

8. Download or request the report

   Download the available file. Where the period exceeds the platform’s online range, use Send Mail to request the report through email.
   Reliance’s reporting page provides a P&L report and an email option for longer reporting periods.

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18. Karvy

A. Old Karvy Stock Broking Account

For historical records:

• Identify the broker or intermediary to which the account or securities were transferred.
• Download the holding and transaction statements from the current broker.
• Check old registered emails for:
• Contract notes
• Ledger statements
• P&L statements
• Demat statements
• Obtain CDSL or NSDL transaction statements for verification.
• Contact the intermediary handling the transferred Karvy account.
• Request the historical ledger, trade book, contract notes and Tax P&L for the required year.

B. Karvy or KFintech Mutual Fund Capital Gains Statement

For mutual funds serviced through KFintech:

1. Open the KFintech mutual fund investor portal.
2. Select Retail Investor.
3. Open Investor Statement and Report.
4. Select Capital Gains Statement.
5. Enter the registered email address and PAN.
6. Select the required financial year or period.
7. Choose the mutual funds to be included.
8. Select Excel as the report format.
9. Set the statement password, where requested.
10. Submit the request and download the report received by email.

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19. NJ Wealth

Downloading the P&L or Capital Gains Report

1. Log in to NJ Client Desk

   Use the login ID and password issued through the NJ Wealth partner.

2. Open Reports

   Select Reports from the dashboard.

3. Select the required report

   Look for:
   • P&L Report
   • Capital Gain Report
   • Tax Report
   • Realised Gains Report

4. Select the investor account

   Choose the relevant investor or family account.

5. Select the financial year

   Choose the required financial year.

6. Select the investment type

   Choose equity, mutual fund or the applicable investment category.

7. Generate the report

   Select View or Generate.

8. Download or print the report

   Use the available download, export or print option.
   Where the report is visible but no download option is available, submit a request through the help section or ask the NJ Wealth partner to provide the detailed capital gains statement. NJ’s platforms advertise portfolio, valuation and P&L reporting for clients.

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20. RKSV Securities

Downloading the Report

• Log in to Upstox.
• Select the profile icon.
• Open My Account.
• Select Reports.
• Open Tax Report.
• Choose the financial year.
• Select Download Report or Email Report.
• Download separate segment reports where provided.

If the old RKSV credentials do not work, recover the account through Upstox support rather than creating a duplicate account.

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21. CAMS

Downloading the CAMS Capital Gain/Loss Statement

1. Open CAMS Investor Services

   Open the CAMS investor-services section and accept the applicable terms.

2. Select Services for Investors

   Open Services for Investors.

3. Open Statements

   Select View More under the Statements section.

4. Select Capital Gain/Loss Statement

   Choose Capital Gain/Loss Statement.

5. Enter PAN

   Provide the PAN associated with the mutual fund folios.

6. Enter the registered email address

   Use the email address registered with the mutual funds.

7. Select the financial year

   Choose the required financial year. The portal may permit a statement covering more than one consecutive year.

8. Select the mutual funds

   Choose all applicable mutual funds or select individual schemes.

9. Set a password

   Create a password for opening the encrypted attachment, where requested.

10. Submit the request

    Submit the statement request.

11. Check the registered email

    Download the encrypted statement received from CAMS.

12. Open the statement

    Use the password created during the request process.
    The CAMS report covers funds serviced by CAMS. Investments serviced by another registrar may require a separate statement.

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22. Kuvera

Downloading the Capital Gains Report

1. Log in to Kuvera

   Open the Kuvera application or website and sign in.

2. Open Reports

   Select Reports from the account menu.

3. Select Capital Gains Report

   Choose Capital Gains Report.

4. Select the investor

   Where family accounts are maintained, select the relevant investor.

5. Select the financial year

   Choose the financial year for which the report is required.

6. Review the report

   Check the short-term and long-term capital gains sections.

7. Download the statement

   Select the available download or export option and save the report.

8. Download additional transaction reports where necessary

   If the capital gains report does not contain sufficient transaction details, also download the complete mutual fund transaction report.
   Kuvera identifies capital gains and investment transaction reports as part of its reporting features.

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