Steps to Download Profit and Loss Report from Axis Direct
Log In to Axis Direct Trading Account:
Visit the Axis Direct website and log in with your credentials.
Navigate to Portfolio:
Click on "Portfolio" under the "Equity and Derivatives" section on your dashboard.
Select Portfolio Again:
Click on "Portfolio" once the Portfolio page opens.
Access Reports:
Choose "Reports" from the available options.
Select Capital Gain & Loss Statement:
Choose "Capital Gain & Loss Statement" from the report types.
Choose Financial Year:
Select the financial year for which you want the report.
Download the Report:
Scroll down and click on "Download."
Select "XLSX" and then "Download consolidated report."
Save the File:
The statement will be downloaded to your PC.