Important Keyword: Angel Broking, Contract Note, P&L Statement.
Table of Contents
Download Contract Note for Angel Broking Traders
Angel Broking sends a contract note for all transactions executed on the stock exchange. You can also download it from their portal. A Contract Note is a legal obligation for every stockbroker.
In conclusion, it serves as a confirmation of trades executed on a particular day on behalf of a client on the stock exchange and is generally sent by the end of the day. Additionally, this document is available in a digitally signed electronic format. Moreover, to view the details of segment-wise profit and loss, the taxpayer can download the Tax P&L Statement from their Angel Broking portal.
Steps to download Contract Note from Angel Portal
Visit the Angel Broking portal. Login to your Angel Broking account
To Login enter the following details User ID (Trading ID/Client ID) Trading password
Then Click on Proceed option Consequently, you will be redirected to your Trading Dashboard
You will land on the “Portfolio” page. Select the “Report” option from the dashboard.
Select the “Transactional Report” Once you are in the Reports Section
Next select the “Contract Notes” option from the drop-down list “Type of Report“ Exchange Financial Year Date Segment
Click on the “Go” option. After adding all the filters in the drop down list
Next, you will be shown the list of Contract Notes. Finally, click on the Contract Note in order to download the file.
Important Keyword: Contract Note, P&L Statement, Sharekhan.
Table of Contents
Download Contract Note for Sharekhan traders
Sharekhan sends a contract note for all transactions executed on the stock exchange. Traders can download the Contract Note from the Sharekhan portal. A Contract Note is a legal obligation for every stockbroker.
In conclusion, it serves as a confirmation of trades executed on a particular day on behalf of a client on the stock exchange and is generally sent by the end of the day. Additionally, this document is available in a digitally signed electronic format. Moreover, to view the details of segment-wise profit and loss, the taxpayer can download the Tax P&L Statement from their Sharekhan portal, which is usually used for filing income tax on trading activity.
Steps to Download Contract Note for Sharekhan traders
Visit the Sharekhan portal Click on the “Login/Trade” option
Next, you will be redirected to the login page. Enter the login ID/e-Mail ID and click on the “Next” option. Then fill in the “Membership Password” in the respective field.
After you log in, click on the “Reports” option Select this from the dashboard
Next, click on the “Contract Tracker” option from under the particular column Select whose Contract Note you wish to view/download.
Important keyword: Contract Note, P&L Statement, Upstox Traders.
Table of Contents
Download Contract Note for Upstox Traders
Upstox sends its traders a contract note for all transactions executed on the stock exchange. You can now download the Contract Note for Upstox traders. The Contract Note is a legal obligation for every stockbroker.
In conclusion, it serves as a confirmation of trades executed on a particular day on behalf of a client on a stock exchange and is generally sent by the end of the day. Additionally, this document is available in a digitally signed electronic format. Moreover, to view the details of segment-wise profit and loss, the taxpayer can download the Tax P&L Statement from their Upstox portal.
Steps to Download Contract Note for Upstox Traders
First You need to visit the Upstox Back-Office Portal. You can do it from here.
Enter the following details and click on the “Login” option: Select the User-Type from the drop-down list User Code Password
You will land on the homepage post login Click on the Download > Digital Sign option from the dashboard.
Next, select the “File Type” option and From here click on the “CW-Contract Note” option from the drop-down list and finally click on the “Go” option
Sample Contract Note from Upstox
The Upstox Contract Note contains details such as:
Time of order placed
Security name and codes
Gross rate of the transactions (before deducting brokerage)
Net rate of the transaction (after deducting brokerage)
Cost(s) levied on the transaction
This Contract Note is sent every evening to the registered email ID.
Important keyword: Contract Note, Trader, P&L Statement.
Table of Contents
Download Contract Note for Motilal Oswal Traders
Motilal Oswal sends a contract note for all transactions executed on the stock exchange. You can now download the Contract Note for Motilal traders. The Contract Note is a legal obligation for every stockbroker.
In conclusion, it serves as the confirmation of trades executed on a particular day on behalf of a client on a stock exchange and is generally sent by the end of the day. Additionally, this document is available in a digitally signed electronic format. Moreover, to view the details of segment-wise profit and loss, the taxpayer can download the Tax P&L Statement from their Motilal Oswal portal, which is used for calculating income tax on trading activity.
Steps to download Contract Note for Motilal Oswal Traders
Visit the Motilal portal. Enter the Client ID/ Mobile No./E-mail ID and password and click on the “Login” option.
Once you log in to the portal: click on Reports > Contract Note option from the dashboard
Next, enter the transaction dates in the filter Finally, click on the “Submit” option.
Hence, you will be shown the list of the Contract Notes After entering the appropriate filters. You can then choose the file you want to download and view.
Important keyword: F&O Trading, P&L Statement, Speculative Income, Trading Income.
Table of Contents
Download Ledger from Kotak Securities
Kotak Securities allows you to download your Tradebook or Ledger from their trading portal. A Ledger or Tradebook contains all the transactions made in the stock market from a trading account. This includes all segments such as Equity, Futures, Options, etc. A trading ledger is essentially the same as a Tradebook. These ledgers are also used to prepare a Profit & Loss statement for income tax purposes on trading activities for a specific financial year.
Steps to download the Ledger
Log in to your Kotak Securities portal You can do it from here.
Go to Services Next, click on Account services
Click on View my ledger From the Options
Select the necessary filters and Click on Go Click on NSE for details
