Need a Capital Gain or Tax P&L statememt

Feature Requests ✋
1

As of now, the P&L statement only gives the consolidated values without any adjustment to the corporate actions. It also doesn’t give the buy-and-sell dates to see if the individual calculations are correct. I need a transaction-level statement.

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2
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    this is missing. Please add this feature. Thanks
3

Hi @manikwalia @vibhor_agarwal

Currently, Trader’s Diary and P&L statement don’t include the effect of non-trade transactions like IPOs, stocks transferred, physical delivery shares & corporate actions, and Date wise P&L. At the same time, we are working on bringing updates to our statements to reflect some of these changes. We have your feedback.

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4

Thank you, will be great to have a comprehensive P&L for tax filling.

5

Thanks, Any ETA on this? by Q1, Q2 or Q3 2024?

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6

Hi @vibhor_agarwal

Our team is on it and we’ll definitely let you know when we’re ready.

7

This is a great feature & can be a game changer. I would like to partner with you guys for providing my knowledge on tax implications & create an amazing tax PnL user friendly excel sheet. Would love to help you guys without anything in return. I have good knowledge in tax treatments & implications and also i can provide good feedback on user friendliness of the sheet created.

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8

Hi @krishag

We are working on bringing updates to our P&L statements to reflect some of the changes. Meanwhile, you can also share your suggestions at feedback@dhan.co.

9

Any updates on this? I am eagerly waiting for this. I hope dhan rolls this out before I start downloading Fy24-25’s statement next year in July 25.

1 Like