Provide the choice in the ledger reports section using which user can select the date range, month, year to see % profit or loss accrued in that duration
Presently its only numerical figure
@PravinJ @Divyesh @Hardik @iamshrimohan @Poornima @t7support
Hello @VAggarwal, we tried connecting with you on your registered phone number, but the call went unanswered.
Just to share, we have the Dhan Journal, where you can select different reports and fetch data based on your requirement. Currently, you can view P&L in absolute values by visiting web.dhan.co → Money → (left-hand side) Statements & Reports → Journal, and then selecting the required report.
Please refer to the attached screenshot for guidance.
We understand your requirement for percentage-based P&L. While this may be feasible for Equity, there is no single standard method to calculate it for F&O. Your feedback has been noted and shared with the team and will be reviewed for future builds.
Hey @VAggarwal ,
Additionally, as informed there are different ways to calculate profit and loss. We do provide trade-wise realised P&L in the Dhan Journal. You can check this by going to Dhan Journal → Realised Profit & Loss.
Please refer to the attached screenshot for reference.
Madiya_Khatri in your screen shot you are showing the actual P&L – what I am suggesting is – also give the choice to see the % PERCENTAGE of the P&L
like in the ;mobile app you are gave choice to see what is the % profit or loss made in past year…I am saying GIVE THIS FUNCTIONALITY in the journal section to enable us see % each monthly basis also
this is not difficult as just you need to edit the existing functionality as requested above
@PravinJ @Divyesh @Hardik @iamshrimohan @Poornima @t7support @Madiya_Khatri
@VAggarwal Just in case u r not aware am not a Dhan employee…
Besides being an active community member, am a trader myself and my company T7 Securities Pvt Ltd is also an AP of Dhan. So I do post things that can get better at Dhan.
Showing live P/L in easy and convincing ways is shortcoming of @Dhan
@t7support
This is my dashboard from OG TV where I am testing webhook orders.
What is stopping Dhan to give similar dashboard?
Hi @RajeshK
Feedback noted. We are working on something similar. We will keep you posted here.
Hi @VAggarwal
To show return in terms of percentage at an aggregate account level is mathematically challenging. I will explain how.
To calculate percentage return (or any type of %) the formula is:
% Return = {(Final Value − Initial Value) / Initial Value} × 100
Now, for an individual holding (a stock in your portfolio), this is plain and simple. We know your initial capital deployed and the current value of the investment, so it is easy to calculate the return. This can also be extended to the aggregate sum of all holdings in a portfolio by taking the total invested amount as the initial value and the current portfolio value as the final value. That is why you see percentage returns shown clearly on the Portfolio page.
However, the same logic cannot be applied to positions (trading). In trading, capital is continuously reused and rotated. Funds are added and withdrawn, positions are opened and closed multiple times, and exposure keeps changing within the selected date range. There is no single, well-defined “initial value” for the period.
For example - You may start the month with ₹1,00,000. Deploy only ₹20,000 for a trade, exit it, and reuse the same ₹20,000 multiple times. Add more funds mid-month or withdraw profits. Carry forward open positions from earlier periods
In such cases, calculating a percentage return using a single denominator becomes misleading. Any percentage shown would depend heavily on which capital base is assumed (starting balance, average balance, peak exposure, etc.), and different assumptions can produce very different percentages for the same P&L. This is why showing a % return for trading positions, particularly at aggregate account level can easily misrepresent.
That is also the reason why most professional trading reports focus on absolute P&L, realized/unrealized P&L, rather than percentage returns.
In contrast, for investments and portfolios, capital is generally deployed with a longer-term intent, holdings are relatively stable, and the initial value is clearly identified.
Hope this helps.
@t7support yes bro I know this …but looped you in as we both are quite active 
in dhan …AND I thought MAYBE you are having a workaround on this already on the sidelines like @RajeshK shared above
