Client can download profit and loss report by following these below steps -
Through ASK IIFL :
In Mobile App (Login >> Click on the three lines at the top left corner >> More >> ASK IIFL )
1. Click on My Reports
2. Click on Profit and Loss report
3. Select the segment
4. Select realized/unrealized
5. Select the Duration
6. Click on 'Email me the report
Through IIFL Markets Web Portal :
2. Click on the dropdown arrow at the top right corner
3. Click on "Reports"
4. Select P/L Summary/Realized under "Portfolio Summaries"
5. Select segment for which you want Profit and Loss Report.
6.Select duration for which you want Profit and Loss Report.
7.Download report in excel or PDF format
Through Whatsapp :
Send Hi message to 9892691696 from your registered number.
My Reports >> Options >> Profit and loss Report >> Type '1' to receive the report on your registered email id.