How to Share your Verified P&L

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 self-reported.
  • What is shared: The link shows your account, financial year, and P&L data. Your broker credentials are never shared.
  • Regenerate link: If you regenerate the link, the old link stops working. Anyone you previously shared it with will lose access.

Steps to share your verified P&L

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.


4. Click the Share Verified P&L button at the top right > Click Publish.
5. Click Copy to copy the link and share it with your CA, adviser, or anyone you choose.
Info

You can also share directly via X, WhatsApp, or LinkedIn using the icons below the link.

Managing your Shared Link

  • Regenerate Link: Generates a new link and invalidates the old one. Use this if you want to revoke access from someone you previously shared with.
  • Unpublish: Removes the public link entirely. The link stops working for anyone who has it.

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