Settlements
Get Insights On Your Investments
The Insights on the Investments module give you a quick summary of your trading activity, helping you understand your performance and trading patterns at a glance. These insights are automatically generated based on the trades from your connected ...
Add Real Estate Trades
If you have sold any properties in the past financial year and want to understand your profitability and tax implications, you should add real estate settlements. This allows you to efficiently track your transactions and assess their impact on your ...
Add Trades Manually
Although we support multiple broker integrations, some users may need to manually add trades from non-integrated brokers or off-market transactions. Important Note: Ensure you have an active investment account before adding settlements. Web Mobile ...
Add Investments Account Manually
If your investments cannot be imported using apps, you can manually add your investment account. Web Mobile Web Steps to Add Your Investment Account Manually Go to Investments Navigate to More > Investments. Click on Add Manually Select the option to ...
Fix validations on settlements
When importing trades from apps, you may come across errors or warnings. Here’s how to fix them. Possible Reasons for Validation Errors Description: Missing symbol, scheme name, or contract name. Buy/Sell Dates: Missing dates, sell date is before buy ...
Popular Articles
Download ITR JSON
Once you prepare your Income Tax Return (ITR) on Quicko, all your data such as income, deductions, taxes, and more is compiled into a JSON file. This file is fully compliant with the Income Tax Department’s utility and can be used to file your return ...
Bug Bounty Program
We’re committed to protecting our community. If you are a security researcher or expert and believe you’ve identified security-related issues with Quicko's website, mobiel apps or APIs, we would appreciate you disclosing it to us responsibly. Our ...
Upload Files
Uploading files before your booking helps your pro prepare better and saves time during the session. Things to Keep in Mind Document Checklist: Some bookings will have a checklist under the Files tab. These are documents you’re expected to upload ...
How to E-Verify after 30 days?
E-verification of ITR is to be done within 30 days of filing an ITR. Missing this deadline can make your ITR invalid. However, if you missed e-verifying due to a genuine reason, the ITD allows you to submit a request for condonation to complete the ...
Privacy and Security
When you use our services, you trust us with your personal data. We’re committed to keeping that trust. This policy describes the personal data we collect, how it’s used and shared, and the choices you have to share such data. We recommend that you ...