Guide to Download Capital Gain Statement from Yes 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 Yes Securities for the current and last financial years.

  • This guide covers the step by step procedure to fetch this gain statement from the Yes Securities website.

Process to download Yes Secutities Capital Gains Statement

Step 1 : Login to your Yes Securities Demat Account

Step 2 : Navigate to the Reports Section

  • Click on ‘Reports’ from the menu bar
  • Then click on ‘My Yes Invest’ from the drop down options

Step 3 : Go to the Key Reports section

  • Click on ‘Reports’ followed by “Key Reports”
  • Then select ‘PnL statement/Capital Gains’ from the drop down menu

Step 4 : Download the Capital Gains Statement

  • Select the “FY/QTR”
  • Choose the asset type: “Cash Equity”, “F&O Report”, “Commodity Report”, “Currency Report”
  • Then click on Excel icon to download the report for each asset type.