A Profit and Loss (P&L) statement serves as a comprehensive financial record, detailing the total revenue, costs, and expenses incurred by an individual or entity over a set timeframe. For investors, this report provides valuable insights into capital gains performance.

The P&L statement is a crucial document for filing Income Tax Returns (ITR). It facilitates the analysis of capital gains and losses during a specific period, allowing for comparisons with previous years. Investors holding an account with Angel One can retrieve this report directly from the stockbroker’s official platform.

Procedure to Retrieve P&L Statement from Angel One

Adhere to the following instructions to view and download your P&L statement from Angel One:

Step 1: Navigate to the official Angel One website.

Step 2: Access your Angel One Demat account by entering your login credentials and PIN.

Step 3: Once logged in, the ‘My Account’ page will appear. Proceed to the dashboard and select the ‘Profit and Loss’ section. Subsequently, click on the ‘Tax P/L’ option located within this section.

Step 4: Select the appropriate financial year (e.g., ‘2024-2025’) from the available options.

Step 5: Press the ‘Download’ button to save the Angel One P&L report to your computer. The document will typically be downloaded in an Excel spreadsheet format.