Guide to Download Capital Gain Statement from IIFL Securities

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 IIFL Securities for the current and last financial years.

This guide covers the step by step procedure to fetch this gain statement from the IIFL Securities 

Step 1: Login to your IIFL Securities Demat Account

Step 2: Navigate to the P/L Summary Section

  • Click on My Account followed by Portfolio
  • Then click on P/L Summary/Realized

Step 3: Download the Profit and Loss Report

  • Choose the Product as “Cash”.
    • Note: You should download report for each asset type If you have invested in “Future and Options” & “Equity”, you should first download the report for one asset and then repeat the same process for other asset.
  • Select Year Range and then click on “Show”
  • Then click on Excel icon to download the report