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.



    • Related Articles

    • 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 ...

    • What is a Client Master Report (CMR) /CML, and how to get it?

      A client master report (CMR) copy is also known as a client master list (CML) copy. It is a document issued by the depository participant (DP) of your demat account. CMR is a digitally signed PDF document issued by the respective broker. It acts as a ...

    • How does the gold get delivered to me when purchased from 5paisa?

      Physical Delivery of your accumulated gold through 5paisa has been suspended. If you wish to get physical delivery your accumulated digital gold in form of gold coins, follow the below steps- Visit https://www.safegold.com/ You can decide the number ...

    • What is DP transaction charge ?

      DP (Depository Participant) transaction charges are applied under specific conditions related to the transfer of shares from your DEMAT account. These charges have been effective since 8th June 2020. Here is a structured breakdown of the applicable ...

    • What is TPIN? How do I get it for selling shares?

      The TPIN is a 6-digit pin sent to your registered mobile and email. Existing account holders would have received this PIN on their registered email and mobile number. For new accounts, the TPIN is generated and sent within 2 days of account ...