Access back office and follow the steps given below to generate Capital gain loss (CGL) report

1. Navigate: Go to Back Office, click the down arrow, and select "Portfolio Report."
2. Selection: Choose the segment and download format (CSV, XLS, etc.).
3. Period: Set the desired period for the report.
4. Report Type: Select "Capital Gain Loss Statement." (CGL)
5. Customization: Choose fields as needed and generate the report.
6. Financial Year: Reports are available by financial year; change the year to view previous years.

Important Notes:

• The CGL report does not include off-market transactions, purchases made before November 11, 2012, IPO credits, or corporate actions such as bonuses and rights issues.
• These excluded transactions may appear in the Annual Information Statement (AIS), potentially causing discrepancies with the CGL report.
• To ensure accurate reporting, stocks acquired via non-market trades can be manually added using the 'Manage Stocks' option in the Portfolio Report.

Watch Video to learn more about the Portfolio Report.