How to get a Transaction Report?

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 needed.

·        Download: Click the "Download" button and select either PDF or Excel format for the report.


For App:

·        Login: Ensure you have successfully logged into your account.



·        Portfolio Section: Navigate to the "Portfolio" section. 


·        Select Segment: Choose the relevant segment (e.g., Equity, FNO).

·        Transactions: Select the "Transactions" option. Adjust the financial year as needed.




Note: Here, we don’t have any equity segment in the portfolio, so it shows no data.

·        Download: Click the PDF icon to download the report.



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