The P&L is basically a Report Card of our trading and it has to be essentially reviewed every now and then to ensure that our Investments and Trading are in the right track. This Portfolio report will give you a quick glimpse of your booked and un-booked or otherwise called the Notional Profit or Loss with Short term and Long Term classification
Here are the simple steps to generate the report online.
- Login to Back office from your Trading page. Click here to know how to login
- Select Portfolio report from the drop down provided at the Center of the page
- Choose the period for which the report has to be generated
- Run, View or Save the Report
Watch Video for better understanding