What is the Profit and Loss (P&L) Report?

  • The Profit and Loss report captures your profit and loss on your trades done during a particular time period according to the settlement date.
  • It captures only realized components of your trades, which means that it will only capture those transactions, that are actually bought and sold, and you made realized profits or losses.
  • If you have bought a stock and haven't sold it then it will appear in the Holdings Report.
  • In order to access your Profit and Loss report check this article.


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