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How to check capital gains applicability on the current holdings?

The View breakdown option in the holdings consists of the date of purchase, quantity, price, age (number of days since purchase) and its Profit & Loss (P&L) since purchase. These factors can help ascertain the applicability of capital gains. To view these factors, follow these steps:

On Kite app

  1. Tap on Portfolio.
  2. Select the stock.
  3. Tap on View breakdown.

On Kite Web

  1. Click on Holdings.
  2. Click on the Options.
  3. Select View breakdown.


On Console

  1. Click on the Portfolio.
  2. Click on Holdings.
  3. Click on the Options.
  4. Select View breakdown/tags.

To learn more about market-related taxation, visit zerodha.com/varsity/module/markets-and-taxation.