How do client track profit & loss of his investments and trades?
After client login to his IIFL Markets App, he can find "Portfolio" on the bottom navigation menu. This page has 3 tabs:
- Holdings - For the stocks that client has purchased and are present in his/her Demat account. Client can check Today's total Gain & Loss of his/her holdings.
- Positions - To track open & closed positions as well as intraday orders. Client can choose to view only the day's open position by selecting the Today filter option.
- Mutual Funds - For client to track his/her MF investments.
- For realised gain or loss, (for positions that client has exited or stocks that he/she has sold), client can check the Realised P&L section from the Insights Menu.
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Where client can download profit and loss reports ?
Please follow below steps to download your Profit and Loss Report - Through TT Web: 1. Login to TT Web 2.Click My Account 3.Click Portfolio 4. Select Profit & Loss Option. 5. Select segment for which you want Profit and Loss Report. 6. Select ...
What is the Profit and Loss Report ?
The Profit and Loss report displays your profit and loss on your trades done during a particular time period. It captures only realized components of your trades, which means that it will only capture those transactions, which are actually bought and ...
Where do client F&O trades appear?
All F&O trades of client will appear in the positions tab of the Portfolio. This tab also shows that all intraday, delivery trades that client bought or sold & as well as client's closed positions.
What is the potential profit or loss for any Idea?
In the idea card, enter the quantity you want to buy/sell and you'll get the maximum profit and maximum loss you can make with the idea.
How client will get limit on unrealized Profit?
Please note client not get margin on unrealized profit if any.