Why do we need to check reports on trading apps? Trading activity reports are required for a variety of reasons, including verifying all transactions, charges paid, and profit and loss. It’s required for you to show your profit and loss for tax purposes.
Nowadays, you can easily get and review any essential reports from your trading apps. Trading platforms provide easy access to all reports within their mobile applications and web portals. In this section, we will go over how to check reports in five popular trading apps.
Instructions for tracking down a Zerodha report
On the Kite App:
- On the Kite app, sign in to your Zerodha Demat account.
- Click on your profile.
- Under the option “Console”, you can find Tradebook (transaction history), P & L (Profit and Loss), and Tax P & L.
- You can filter as per segment (equity, futures & options, currency, commodity, or mutual funds), P & L type (realized, unrealized, or combined). You can also add symbols (for example, RELIANCE, SBI, HDFC, etc.), and select the date range.
On the Kite web browser (Desktop Version):
- Login to your Zerodha Demat account on Kite’s official website.
- Next, you need to Click on your user ID in the top right-hand corner.
- Then, click on “Console.”
- Under the “Reports” tab, you will find all the report types that you want. Click on the relevant ones and select the filters as per your requirements.
- You can download the reports in Excel or CSV format to your device.
Zerodha FAQ Link for the step-by-step guidelines on downloading reports from the Zerodha app.
Instructions to find a report on Upstox
Upstox (older app version):
- Log in to your Upstox Demat account through the app.
- Click on your profile.
- Click on “Reports and Corp. Actions”.
- Select “Reports”.
- Choose from a ledger (transactions and billing details), profit and loss, trade (buyer and seller orders), a bill (fee/charges on your trades), and other alternatives.
- Choose the appropriate filter and click the “Get Report” button.
- You have the option to download the reports in Excel or PDF format.
Upstox (an updated version of the app):
- Login to your Demat account.
- Click on the Accounts tab in the bottom right corner.
- Under the “Account” tab, click on “Reports”.
- You can select any option like a ledger (transactions and billing details), profit and loss, trade (buyer and sell orders), the bill (fee/charges on your trades), and so on.
- Select the appropriate filter and then click the “Get Report” button.
- You have the option to download the reports in Excel or PDF format.
On the Upstox web browser (Desktop Version):
- Open Upstox’s official website and log in to your Demat account.
- Click on “Reports”.
- You can choose between a ledger (transactions and billing details), profit and loss, trade (buyer and seller orders), the bill (fee/charges on your trades), and so on.
- Select the filter according to your needs and click on the “Get Report” button.
- You have the option to download the reports in Excel or PDF format.
Upstox FAQ Link for the step-by-step guidelines on downloading reports from the Upstox app.
How to find a report on Groww
On the Groww App:
- Log in to your Groww Demat account on the app.
- In the top right corner, click on your profile picture.
- Go to “Reports”.
- You will get all the reports under 4 different categories: Tax Filing, Mutual Funds, and Stocks.
- Click on the required report and select the date range.
- Then, click on “Download”.
- The Excel copy will be downloaded to your device and you will also receive it via email to your registered email address.
On the Groww web browser (Desktop Version):
- Log in to your Groww Demat account on their official website.
- Click on your profile in the top right-hand corner.
- Go to “Settings”.
- Go to “Reports”.
- You will get all the reports under 3 different categories: Tax Filing, Mutual Funds, and Stocks.
- Click on the required report and select the date range.
- Then, click on “Download”.
- An email will be sent to your registered email address.
Groww FAQ Link for the step-by-step guidelines on downloading reports from the Groww app.
Where can I find a report on Angel One?
On the Angel One App:
- Login to your Angel One Demat accounts through their official app.
- Go to “Reports”.
- Under Reports, click on “Transactional Reports”.
- You will get the following: Ledger, Funds Transactions, DP transactions, Austin Details, Trade History, P & L Summary, Contract Notes, and Client Master List.
- Select the filter depending on your requirements and click on the “Get Report” button.
- Click on “Email to Report” to receive the report at your registered email address.
On the Angel One web browser (Desktop Version):
- Login to your Angel One Demat account on their official website.
- Click on “Reports”.
- You will get the following: Ledger, Funds Transactions, DP transactions, Austin Details, Trade History, P & L Summary, Contract Notes, and Client Master List.
- Select the required option and select the filters accordingly.
- The report is available for download in both Excel and PDF format.
Angel One FAQ Link for the step-by-step guidelines on downloading reports from the Angel One app.
Step by Step instructions to find a report on 5Paisa
On the 5Paisa App:
- Login to your 5Paisa Demat account.
- Go to the User Tab.
- Then, click on “My Reports.”
- Download Ledgers, Bills, Contracts, and P&L reports from here.
- You can download the report on your device as well.
On the 5Paisa web browser (Desktop Version):
- Log in to your 5Paisa Demat account through their official website.
- In the top right-hand corner, click on your profile.
- Go to My Reports.
- You can download ledger and P&L reports from this page (for P&L reports, select “Portfolio”).
- The report is available for download in Excel or PDF format on your desktop.
Quicko FAQ Link for the step-by-step guidelines on downloading reports from the 5Paisa app.
Conclusion
This article will help you to understand how to check reports on trading apps. If you are using any other app than the above-mentioned one, you can find the reports in your account/profile sections. Also, for detailed information on any reports on trading apps, please refer to their official websites directly.
Also Read: Dos and Don’ts of Stock Market Investing for Beginners?
FAQ related to the Demat app
Yes, the steps are given in this article for Zerodha, Upstox, Groww, Angel One, and 5paisa.
Yes, you can check and download reports at any time you want.
You can download the Tax P&L report.
Mostly in Excel format, but some brokers give the option of PDF too.
