Could you kindly point me to where I might find the buy date for my free holdings (the shares I still hold)? I’ve scoured all your reports, but somehow, this crucial piece of information is nowhere to be found. Is this intentional? A Tax Report or P&L report without a buy date—truly setting new standards in reporting.
Does Dhan not recognize how essential the buy date is? After all, you do rely on purchase and sale dates to classify trades as intraday, short-term, long-term, etc., when it comes to charging us fees. And yet, you’ve chosen to overlook it in the reports we actually need. Strange, isn’t it?
Browsing your forum, I see a lot of users with similar complaints. Perhaps it’s time for a serious upgrade in this area?
Kind regards (but really, I’d prefer my buy dates)
Hi @RishadEncykh Buy dates of Free Holdings are not needed for your Tax Filing. If you sell them, they will be reflected with Buy and Sell Date in respective headers. Reason to not include - Imagine a user having SIP in stocks and ETF (20 around) - There would be roughly 250 x 20 entries in Free Holding section, which will make the report lengthy.
If you still wish to see the dates, you can refer to the Exchange Transactions Report and Filter out the security for which you need the dates.
Thanks for your response. However, I must say that the reasoning provided seems a bit… impractical.
First, let’s address the core of the issue: the buy date is fundamental information, and excluding it from reports where it’s most useful is baffling. Sure, while it may not be “required” for tax filing, it’s still essential for a clear understanding of holdings, performance tracking, and planning future trades. I imagine many investors would prioritize a complete picture of their portfolio over a “concise” report.
Your example of SIP with multiple entries is understandable, but automatically filtering out essential data because it might result in lengthy reports feels like a lazy solution. Other platforms handle this volume without stripping away critical details; the issue here seems more about limitations in Dhan’s reporting setup rather than actual user needs.
Furthermore, what if a trader uses time-based strategies that rely on knowing the holding period to decide on keeping or selling shares? For instance, certain strategies advise moving on from an unproductive share if it hasn’t yielded a profit within a set timeframe, such as one week, one month, or one year. The buy date is essential for tracking this holding period. Suggesting that users can go to the Exchange Transactions Report and filter out each security individually is simply impractical—especially for those with multiple stocks to monitor. It’s not a scalable or user-friendly solution.
Interestingly, this isn’t the first time Dhan has overlooked essential data in reporting. During last year’s tax filing period, many users pointed out that the P&L and tax reports lacked sell dates for completed trades. After numerous complaints, Dhan added sell dates to the reports, acknowledging their importance. Now, with the buy/sell dates missing from Free Holdings Report, it feels like we’re revisiting the same issue with a new explanation. Given that nearly every other brokerage includes both buy and sell dates as standard information, it’s surprising to see Dhan continually overlook this basic need.
Thanks again for the explanation, though, and I hope Dhan seriously considers improvements here.
@RishadEncykh Thanks for your feedback. In response to user feedback, we did add buy/sell dates universally. We’ve grouped Free Holdings by security to keep reports manageable, especially for active traders with numerous entries. As mentioned before, adding buy dates here wouldn’t enhance tax reporting (for which the report is meant for)
However, providing individual buy dates for Free Holdings isn’t standard across brokers. However, if you find a platform that offers this, please share at help@dhan.co—we’re always open to exploring improvements.
@specter The BO is currently under internal CUG testing and will be launched soon!
@t7support Got this, this seem to be a dive into the portfolio where in trades are shown with holding period. Similar to this is planned up in Journal - Holdings (in upcoming releases) where you can see the drill down but not in Tax Report.
Thank you for your response. I’ve emailed with the P&L report from Groww, as requested. I hope it serves as a helpful reference for incorporating buy dates into reports.
However, your repeated focus on tax reporting feels like a convenient diversion from the real issue. Are we to believe that investors only check reports in March? Buy dates aren’t just for tax compliance—they’re essential for tracking performance, planning trades, and making informed decisions. Unless, of course, Dhan considers those secondary concerns.
The justification for grouping Free Holdings by security to avoid “lengthy reports” feels like clarity sacrificed for convenience. Why compromise critical data when other platforms handle it seamlessly, as evidenced by the P&L I’ve shared? Surely, Dhan can achieve the same if user feedback is prioritized.
Let me remind you: this isn’t the first time Dhan has missed essential data in reporting. Last year, sell dates were missing until user complaints forced an update. Now, with buy dates excluded from the Free Holdings Report, it seems we’re facing the same issue under a new pretext.
I hope the team acknowledges that buy dates are more than a “nice-to-have” feature—they’re foundational for serious investors. Looking forward to meaningful updates on this matter.
@RishadEncykh Thanks for the email, ill get this checked and revert back to you. I’ll surely re-evaluate the workings and check how this problem could be solved in a trade-off way.
Thank you for your response and for introducing the Journal feature. I explored the updated reports, and I just love those updates. While there are some great improvements, the issue remains—the buy dates for my open holdings are still missing, and the holding period is incorrectly displayed as zero.
I believe this is a fundamental piece of data for investors. The buy date determines whether a trade is classified as short-term or long-term, directly impacting tax liabilities and investment decisions, such as whether to sell a share held for a long period. Without it, how does one track their cost basis or validate tax calculations?
I have reviewed reports from other brokers and have emailed them to you. They do include buy dates for open holdings. Can you confirm whether this omission is intentional, and if so, what the reasoning behind it is? If not, when can we expect a fix?
