Guide to Download Capital Gain Statement from Angel One

 Introduction

• Capital gains are profits one earns from the sale of assets such as stocks, mutual funds and real estate. The gains will be classified as short term or long term based on how long they have been held.
• Instead of manually entering the details you can simply upload a “Capital Gains Statement” that is a consolidation of your investment performance, capital gains and income on Angel One for the current and last financial years.
• This guide covers the step by step procedure to fetch this gain statement from the Angel One website.

 Process for Angel One Capital Gains Statement

Step1: Login to your Angel One Demat Account

• Click on the following link https://trade.angelone.in/

• Click on the Login button to be redirected to the Login page shared in the screenshot

• Enter the Login Credentials or Login using PIN setup

Step 2: Navigating to the ‘My Account’ section

• Goto the Dash section under My Account page
• Then Click on Profit & Loss from the options under Dash section

Step 3: Download the Tax P&L Report

• Click on Tax P&L under the ‘Profit and Loss’ section
• Now choose the correct Financial year & select ‘Download’
• The report will be downloaded in .xls formats