Trade summary is the go-to guide for understanding the ins and outs of your trades. Think of it as your financial report card, breaking down all the details about your gains and losses. In this article, we'll walk you through the filter and trade summary sections. This will make it easy for you to see how well your investments are doing.

Filter

Using these ‘Filters’ features, you can personalise your report display.

It offers a range of options such as segment, date range, and MTF options to see reports tailored to your preferences

Additionally, you can view reports for specific timeframes like - Yesterday, Last 7 days, Last1 month, Last 3 months

Note: Reports covering dates beyond 3 years will be emailed directly to you.

Trade summary

The trade summary will provide you with the details of the trades executed for the selected period.

Gross P&L: Shows your total profit and loss before deductions for taxes and charges during the selected period

Net P&L: Reveals the actual Profit and Loss inclusive of taxes and charges for the chosen date range

Charges & taxes: Explore this tab to view the taxes and charges applied to trades during the selected period.

The subsequent window displays some specific terms. Let's check them out in detail:

ROI %: Represents the rate of returns on investment in percentage terms

Profit Factor: This ratio reflects the proportion of winning trades to losing trades for the selected period. Any factor above 1 indicates profitable trade during that period

Winning trades(₹): Refers to profitable trades for a selected period

Losing Trades (₹): Refers to loss-making trades for a selected period

Winning Trades (%): Displays the ratio of profitable trades to total trades placed during a selected period.

Want to understand the terms in detail? Click on 'Learn about this breakdown' for more information.