Portfolio
How to get the interest charged statement?
Login: Successfully log in to your account. Access My Reports: Go to the "My Reports" section Go to Other Reports: Navigate to the "Other Reports" section. Select DPC: Choose the "DPC" option. Download Statement: Click on the "Download" button for ...
How to get a Holding Report?
For Web: Login: Successfully log in to your account. Access My Reports: Go to the "My Reports" section Go to Portfolio: Navigate to the "Portfolio" section. Select Segment: Choose the segment (Equity, FNO, etc.). Download Report: Click on the ...
How to download the tax P&L or capital gains statement at 5paisa?
For Web: Login: Successfully log in to your account. Access My Reports: Go to the "My Reports" section 3. Go to Trade Reports: Navigate to the "Trade Reports" section. 4. Select Tax Report: Choose the "Tax Report" option. 5. Download Report: Click on ...
How to download contract notes?
For Web: Login: Successfully log in to your account. Access My Reports: Go to the "My Reports" section. 3. Go to Other Reports: Navigate to the "Other Reports" section. 4. Select Bills and Contracts: Choose the "Bills and Contracts" option. 5. ...
How to get a Transaction Report?
For Web: · Login: Ensure you have successfully logged into your account. · My Reports: Navigate to the "My Reports" section. · Trade Report: Select the "Trade Report" option. · Transactions: Choose the "Transactions" tab. Adjust the date range as ...
How to view or download the profit and loss report?
For Website: 1. Log In: o After successful login, go to the "My Reports" section. 2. Navigate to Trade Report: o Go to the "Trade Report" section. 3. Access P&L: o Select "P&L" from the available options. o You can change the date range as per your ...
What all corporate actions are supported on Portfolio?
We support bonus, split, dividend, merger, demerger, scheme of arrangement, reduction of capital, consolidation etc. Corporate allotted through corporate actions (as per the pre-defined ratio) reflect as buy/sell entry on portfolio (depending on CA ...
What are Corporate Actions?
Companies periodically announce corporate actions like Bonus, Split, Mergers which will have an impact to the holdings. In the portfolio computation logic, system applies the corporate action effect as announced by the company. Read more about ...
Why do you calculate Buy price using FIFO Logic?
Profit & Loss in Shares are Taxable. So to calculate right profit & Loss which can be bifurcated between Short Term Capital gain and Long Term Capital gain we need to apply FIFO (First in First Out) Logic Example: Avg Price: 781 Note: Entries ...
How is Average Buy Price Calculated?
Average Buy price is the weighted average of all the Delivery Purchases carried out in a particular stock. It only applies to Quantity which is open in your Portfolio Share Transfers from Other Demat Account to 5Paisa Demat account will be ...