Understanding P&L Page

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 required for tax filing, financial review, and reporting, without needing to manually download statements from broker platforms.

With the P&L Page, users can simply select their broker, log in, and view their trading P&L data directly on the page.

What You Can Do on the P&L Page

The P&L Page provides a simple way to access, download, and share your trading profit and loss information.

View Your Trading P&L

Once you log in through your broker account, the page displays your P&L and tax-adjusted P&L directly on the screen. This gives you a quick overview of your trading performance and the figures relevant for tax reporting.

Download Tax Reports

Users can download detailed reports generated from their trading data, including:
  • Capital Gains Statement

  • Tax P&L Report

These reports are useful for filing income tax returns, maintaining financial records, or reviewing trading performance.

Share Your P&L

The P&L Page allows you to generate a public link that can be shared with others who may need access to your trading P&L data.
This link can be shared with:

  • Chartered Accountants

  • Tax advisors

  • Financial planners

  • Anyone assisting with your tax filing

Instead of sending multiple files, you can simply share the link to provide access to your P&L information.

How the P&L Page Works

Using the P&L Page is simple:
  1. Select Your Broker
    Choose your broker from the list of supported brokers.

  2. Log In to Your Broker Account
    Sign in securely using your broker credentials.

  3. View Your P&L Data
    Once authenticated, your P&L and tax-adjusted P&L will appear on the page.

  4. Download or Share Reports
    You can download reports or generate a shareable link for your P&L.

Broker Partner Integration

The P&L Page can also be integrated with broker platforms.

Currently, some broker platforms include a Quicko call-to-action (CTA) that redirects users to Quicko’s website. With the P&L Page integration, this link can instead redirect users directly to the P&L Page, where their trading P&L data will already be available.

This enables users to instantly access their P&L and download tax-ready reports, creating a faster and more seamless experience.

Why Use the P&L Page?

The P&L Page helps simplify how investors access and manage their trading tax data.

Key benefits include:

  • Instant access to P&L and tax-adjusted P&L

  • Downloadable tax-ready reports

  • Secure broker login for quick data access

  • Easy sharing with accountants or advisors

  • All trading tax information in one place

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