Can I email the Profit and Loss report?

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• Can I download Profit and Loss report?

  Yes, we provide an option to download this report in an Excel format. The Excel file will have a sheet for your personal details and then multiple sheets for realized and unrealized summaries as well as breakdowns based on your selection.

• What is Realized Profit/Loss?

  Realized Profit/Loss refers to the profit or loss experienced upon selling your assets. It represents the actual gain or loss realized only upon the completion of the transaction and the subsequent sale of the holdings. For instance, if you own 1 ...

• What is Unrealized Profit/Loss?

  Unrealized Profit/Loss represents the potential gain or loss on a current position. These gains or losses are only hypothetical as long as you retain the security. Once you sell all or a portion of the security holdings, the unrealized gains or ...

• How is realized profit/loss calculated?

  Realized profit/loss is simply the difference between the sale proceeds (sell price * quantity sold) and the cost basis for the position, calculated based on the FIFO methodology discussed in the previous section.

• How is unrealized profit/loss calculated?

  Unrealized profit/loss is calculated by the difference between the current market value of the position and the investment amount (calculated by multiplying the average price of your holdings in that security and the quantity).