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How to view or download the profit and loss report?

To view or download the P&L report, follow these steps:

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

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

The data presented in the P&L report, holdings, and positions are prepared by Zerodha using the available trades and information at the time of generating the report. Zerodha provides no express or implied warranty, and assumes no legal or consequential liability or responsibility for the authenticity and completeness of the data presented. Clients are advised to cross-check the P&L report, holdings, and position data with the tradebook, contract notes, and funds statement, which are available to them at all times.