Account & billing
Reports, charges and tax categories
How P&L, charges and income-tax categories are calculated, and how to export them.
Choose a period
Pick Today, This week, This month, This FY (April–March), Last FY or a custom range, and optionally one account.
How P&L is calculated
Buys and sells are matched first-in, first-out per account, symbol and product, for long and short trades. Positions opened before the period are matched correctly; only trades closed in the period are counted.
Charges (estimates)
Brokerage, STT, exchange transaction charges, SEBI fee, stamp duty and GST are estimated per executed order using current published rates. Your broker's contract note is final.
Tax categories
| Category | Typical treatment |
|---|---|
| Intraday equity | Speculative business income |
| Futures & options | Non-speculative business income; turnover = sum of absolute trade P&L |
| Short-term capital gains | Equity delivery held 12 months or less |
| Long-term capital gains | Equity delivery held more than 12 months |
This grouping is informational — confirm with your chartered accountant before filing.
Export
Use Download trades CSV (closed trades) or Orders + charges CSV (every executed order with its charges).
Your trading performance
Below the trades, Your trading performance summarises your closed trades in the chosen period, before charges:
- Win rate: the share of closed trades that made money.
- Expectancy: the average P&L per trade.
- Profit factor: gross profit ÷ gross loss. Above 1 means winners outweighed losers.
- Avg win / avg loss: how big the average winner is compared with the average loser.
- Max drawdown: the largest fall from a peak in your cumulative P&L.
- Longest winning and losing streaks, and the average holding time.
- Results by weekday, by segment (intraday, delivery, F&O), and your best and worst symbols.
These describe what already happened; past results do not predict future results.
Free planning calculators
The website's Tools page has calculators that work only from the numbers you type: position size, risk-reward with charges, average price, option payoff at expiry, F&O lot and contract value, SIP/CAGR, stock return after charges (with holding period and annualised return), and breakeven & target price (the exit price that covers charges, or gives the net profit you choose).
Last updated