Where client can download profit and loss reports ?

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 duration for which you want Profit and Loss Report.
8. Download report in excel or PDF format.

Through Ask IIFL
1. Login to TT Web or IIFL Mobile App & click on Ask IIFL
2. Select My Reports option.
3. Select Profit & Loss Option.
4. Select segment for which you want Profit and Loss Report.
5. Select type of report (Realized/Unrealized) you want.
6. Select duration for which you want Profit and Loss Report.
7. Select Email me this report.
Client will receive required Profit and Loss Report on the registered Email Id.

    • Related Articles

    • How client can check trade reports?

      Trade report is nothing but trade listing where client get all information related to transaction done in their account for a specific period. Option available in ask IIFL which is as below. Through TT Web: 1.Login to TT Web 2.Click on My Account > ...

    • Where client can download holding report?

      Client can check holding statement follow below process : Through IIFL Mobile App: 1. Login to mobile app. 2. Click on Hamburger menu. 3. Click on 'More' 4. Click on ASK IIFL. 5. You can also request on our Whatsapp no. 9892691696. To do this via ...

    • 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 ...

    • 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 ...

    • 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.