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.