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How to get the profit and loss reports?

Visit and follow the steps below:

  1. Select the segment from the drop-down.
  2. Select Combined, Realised or Unrealised P&L from the drop-down.
  3. Select the date range and click on View

Once the P&L loads, it can be downloaded as a spreadsheet.

Disclaimer: The P&L report, holdings, and positions data are prepared based on the trades and information available with Zerodha, at the time of report generation. Zerodha does not make any warranty, express or implied, or assume any legal or consequential liability, or responsibility for the authenticity, and completeness of the data presented in this reporter or data. To double-check the P&L report, holdings and positions data, verify it with the tradebook, contract notes and funds statement which are available to the client at all times.