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 requirements to view the desired period.
4. Download Report:
o Click on the "Download" button.
o Choose your preferred format (PDF or Excel) to download the report.
For App:
1. Log In:
o After successful login, navigate to the "Portfolio" section through My Report.
2. Select Segment:
o Choose the segment you want to view (e.g., Equity, FNO, etc.).
3. Select Booked PNL:
o Select "Booked PNL" from the options.
o You can change the financial year per your requirements to view the desired period.
Note: Here, we don’t have any equity segment in the portfolio, so it is showing no data.
4. Download Report:
o Click on the PDF icon to download the report in PDF format.
Following these steps, you can easily view or download your profit and loss report on the 5paisa platform using either the website or mobile app.
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