How to Connect your Broker on P&L Page

Connect your broker account to P&L Page to instantly view your Profit & Loss, Tax P&L, and download reports — all in one place.

Steps to connect your broker

1. On the P&L Page homepage, click the 'Select your broker dropdown' > choose your broker from the list.

2. Click 'Get Started' > You will be redirected to your broker's login page.

3. Log in with your broker credentials.

Once logged in, you will be redirected to your P&L Page. Your trade data loads automatically and you can view your Realised P&L, Tax P&L, current year loss adjustment and net taxable incomes.

Your P&L Page reflects data for the current financial year by default. You can switch financial years using the dropdown at the top right of your page.

Need Assistance?

If you need further assistance, feel free to reach out.

• Related Articles

• Understanding P&L Page

  What is the P&L Page? The P&L Page is a central dashboard that allows users to securely connect their broker account and instantly view their Profit & Loss (P&L) and tax-adjusted P&L in one place. It simplifies the process of accessing trading data ...

• Download Reports from P&L Page

  Download your Tax P&L Report or Capital Gains Statement directly from your P&L Page — ready to use for tax filing. Things to Keep in Mind Two reports are available: The Tax P&L Report covers all income heads — LTCG, STCG, Intraday, F&O, and Dividends ...

• How to Share your Verified P&L

  Share your Verified P&L with your CA or investment adviser using a public link — directly from your P&L Page. Things to Keep in Mind Verified P&L: Your P&L is marked as Verified because it is fetched directly from your broker account — not ...