How do I generate and download my P&L Statement from Sahi?

The P&L Statement in Sahi is a detailed report of all your realised profits and losses over any time period you choose. It is especially useful for calculating trading income during tax filing season.

How to generate your P&L Statement:

  1. Open the Sahi app and go to Profile → Statements.
  2. Select P&L Statement (either Stocks or F&O).
  3. Choose the financial year.
  4. Tap Email Statement.
  5. The P&L Statement will be sent to your email shortly.

What the P&L Statement includes:

Section Details
Equity Intraday All intraday (MIS) trades — net realised P&L for each scrip.
Equity Delivery All delivery (CNC) trades — only trades that were fully or partially sold appear here.
F&O Intraday & Carry-Forward All futures and options trades, categorised by contract type and expiry.
Charges Summary Total brokerage, taxes, and fees paid during the selected period.
Net P&L Your overall realised gain or loss after deducting all charges.

Tip: For income tax purposes, intraday trading income is treated as Speculative Business Income, while F&O trading income is treated as Non-Speculative Business Income. Consult a CA familiar with trader taxation for filing guidance.

Note: The P&L Statement reflects only closed trades. Unrealised gains/losses on open delivery holdings are not included here.