How do I track profit & loss of my investments and trades?
After you login to your IIFL Markets App, you can find 'Portfolio' on the bottom navigation menu.
This page has 3 tabs:
- Holdings - For the stocks that you have purchased and are present in your Demat account. You can check Today's & Total Gain & Loss of your holdings.
- Positions - To track your open & closed positions as well as intraday orders. You can choose to view only the day's open position by selecting the Today filter option.
- Mutual Funds - For you to track your MF investments.
- For realised gain or loss, (for positions that you have exited or stocks that you have sold), you can check the Realised G&L section from the Insights Menu.
Related Articles
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 can I get my profit and loss reports ?
Please follow below steps to download your Profit and Loss Report - Through IIFL Mobile App: 1. Login to Mobile app 2.Select My Reports option. 4. Select PnL summary (Unrealized) 5. Select segment for which you want Profit and Loss Report. 6. Select ...
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.
What does "Stop Loss" and "Target" mean?
Stop loss is the price at which you should sell your stock and book the losses. Target price is the price at which you should sell your stock and book the profit.
How to check Profit & loss/Capital & gain ?
Reports are Available on AAA >> Reports >> Individual Clients >> Trading >> Realized P&L.