How are taxation and P&L reports updated in Portfolio Section?
As per the regulations, taxation for MTF trades is done on a
First-in First-out (FIFO) basis at the
demat level. Your MTF trades are treated like any other delivery trade (CNC),
and a combined P&L is prepared accordingly.
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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 are average price and P&L impacted if split corporate action is credited?
When a stock split occurs, the number of shares increases while the price per share decreases proportionally. This does not affect the total value of your holdings, but it does impact the average cost per share. Explanation: Average Price Impact: The ...
How auction affects the Portfolio and Profit & Loss?
Impact on Profit & Loss (P&L): Price Volatility: Auction Price: The price determined during an auction can be significantly different from the market price, impacting your P&L. If the auction price is higher or lower than expected, it can lead to ...
How Does Taxation on US Stocks Work?
When investing in US stocks, there are two main types of taxation events: 1. Taxes on Investment Gains: · Short-Term Capital Gains (STCG): The gains are considered short-term if you sell your US stocks within 24 months of purchase. These are taxed ...
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 ...