Is there any way to get a list of stocks that I have been holding for more than a year? Along with the profit/loss in them?
Without manually going to breakdown for each stock.
Same for MF
Any way to get this? Excel file, CSV anything is fine
Hi @tallerballer
You can download the holdings report which is in xlsx format from Console and look for the “Quantity Long Term” column (column G). This will have the quantity held for more than 365 days in a particular stock.
Is profit same as (ltp - buy average)* long term units?
Or is each unit having its own profit as per buy price
The holdings report will have the consolidated buy average for that stock. Realised long-term profit can be figured out from our tax P&L report, where you’ll get a trade-wise breakup of P&L along with a period of holding. For unrealised P&L specifically for long term holdings, you’ll have to refer to the holdings breakdown.
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