Reports

In this tab you can extract the detailed report regarding your investment and can find your transaction history.

This section contains:

How to View/Download P&L Report ?

To view/download the P&L report, follow the below-given steps.

  • Tap on the ' Reports' tab, given in the bottom banner.

  • You will by default land on the P&L page.

  • Select the Smartfolio from the drop-down 🔽 menu.

  • Select the P&L type.

  • Select the ' Time Period.'

  • Choose the preferred action, either View Report or Download.

How to view transaction history ?

Right next to the P&L button, you can see ' Transactions.'

  • Click on ' Transactions.'

  • Select the Smartfolio from the drop-down 🔽 menu.

  • Choose the time period by clicking on the calendar icon 📆 given towards the right-hand side. Or you can select from the given time period, displayed just below the calendar bar.

  • Click on View Report.

  • Or you can also ' Download' the report.

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