How can i See/ download P&L Statement?

[Satyam]

I notfied your team about this issue Last year in May
Its been a long time and still i believe this bug isnt resolve.

Your P&L Statement, Tax Reporting, Holding Statement etc doesnt work!!!
They all simply show transaction nothing else.

and when i click on email me statement, i received correct document, but on your Dhan Web - Lightning Fast Online Trading and Investing Platform it doesnt work… kindly fix it ASAP

[iamshrimohan]

@Satyam We are revamping the Statements and Reports section, it is under testing. Once we get a go-ahead on QA front, we would be launching this. We are committed to launch this before this FY. With the new release, the layout on the web is changed and you will be send them to your e-mail (as before) and also download an Excel Sheet for the same.

[Satyam]

before this FY(Financial Year), meaning before 31st March 2023 right?

I Inform about this issue last year in May, its been a REALLY LONG TIME ! and what kind of broker are you if your statement function is broken? Seriously !!

Previously i was very active in this community, have spoken with your team via phone/Google Meet, and given a good amount of my time to support Dhan being best broker in terms of providing facilities which will make trading/investing easy but your team is too KEEN TO LAUNCH NEW FEATURES and attract more customer and all in name of fulfilling customer demand (What a joke!) and have been ignoring the tons of bugs (PLATFORM GETS DAMN SLOW MULTIPLE TIMES AND ITS BEEN REPORTED BY MULTIPLE USERS AND MANY MORE BASIC PROBLEM ARE THERE) and now even basic STATEMENT SECTION IS BUGGY !!

IM STUNNED !

[Satyam]

Now Available: All Statements and Reports

Investing and trading is a continuous process. While the lush of green (or the shock of red) may wash through us from time to time, it is imperative that we keep a track of those in our journey of wealth creation. Introducing All Statements. [Statement - Insta] If you want to check your P&L, you can go through your P&L statement. If you want to check your holdings, take a look at your Holding Summary. If you want to check the details of debits and credits, we list those in your ledger sum…

PnL Report, Tax Report etc are not showing revelent info

btw it overly complicated and calculations are missing…, kindly make it simple like Zerodha, add option to see realised and unrealised PnL and fix that in your browser tab(Web.Dhan) as well …

Profit loss statement / Exporting Ledger statement / Tax computation

How to get profit loss statement ? how to export Ledger ? How to get tax related statements? Am i not able to find or it is not available? If it is available and I am not able to find means UI is not friendly for me. And if it is not available, please consider this as priority as march end is coming soon. If Dhan wants user to consider as an alternative to existing big giants brokers , need to consider some basic needs of traders. Tax related statements , exporting ledger to excel/ PDF formats,…

Statement API, P/L Statement Error

(i) I want to know about how Statement API Helps in trading and what report it generated. (ii) Can you also tell when the P/L statement experience will improve as you provide trader diary but it doesn’t much help us much (iii) There is lot of error in my P/l Statement, where Profit is much more than actual realized (approx 5 times appearing) the quantity is also wrong (iv) there is DPC Interest also charged which is normally not charged by broker @PravinJ

PnL Report, Tax Report etc are not showing revelent info

Kindly see attached Pic [a] [b] Seriously what’s the point of having these tabs if they dont show what they are suppose to show

and many more just search in your community, you will find 100s of people informing you about these bugs for last 1 year…

[Satyam]

@PravinJ I expect the about mentioned problems to be sorted ASAP , its a critical thing,

I wonder how much pissed my CA would be if i gave him wrong, incomplete P/L Statement , kindly fix it BEFORE FY @iamshrimohan

[iamshrimohan]

@Satyam Your concern is valid and our team is already working on fixing this issue. I will personally ensure that I reach out to you as soon as it is fixed. Thank you for your patience.

[Satyam]

Thanks, i will be awaiting for this notification

[Satyam]

Awaiting for its launching before FY ending.

[t7support]

PnL statement is screwed up now. All my commodity trades except one has vanished from the statement. We are reaching towards the end of this FY. We need a proper PnL and Tax PnL report for filling taxes. Please fix this ASAP

[Divyesh]

Hi @t7support

We have your concern.

Our team is already working on it, and we will keep you updated as soon as possible.

[t7support]

Thanks @Divyesh. Hope to get a resolution soon…

[Divyesh]

Hi @t7support

We would appreciate it if you could please pull out the profit and loss statement again and confirm.

[t7support]

Thanks. Now my commodity trades are reflecting. Appreciate the quick fix.

[Satyam]

Any update? FY ending is close.

[iamshrimohan]

@Satyam just a few couple of fixes and it would be launched soon. Possibly by next week.

[HIR]

Hello,

I want to upload my financial year report to Mprofit software.so I want a report on the equity segment containing a few details which are missing in your CSV reports.
I have attached a photocopy of all details.
You should make this a default report as it will help all other traders also
thanks

[Satyam]

Thanks for quick response,

[iamshrimohan]

Hi @HIR the SS you sent seems to be an AGTS (Annual Global Transaction Statement). This report is mandatory for every broker to send to the client within 30 days of the FY closing by SEBI. You will receive this report from Dhan.

[HIR]

What about when April month ends and I want April 23 report? Can’t wait for next financial year to end to get the same format report.

[iamshrimohan]

Hi @HIR with the present architecture, we are only able to extract the AGTS for the given FY. Sooner we will enable this feature on the Statements and Reports section where you can extract the AGTS. However, for now if you need the April 23 report, do mail us at help@dhan.co post the month end, will mail you the same.