Is there an option to view Tax P&L and charges paid between two dates in ICICI Direct too ? similar to the features in Zerodha. How can these be viewed if someone could guide…
you can send a mail to Customer support to send p&l for time period you want, they will help you out.
i am unaware of any back-office kind of portal provided by traditional brokers.
Yes. There is. Follow the below menu options in Icici Direct
Click “More” on the extreme right side of the screen after logging in.
More → Tax–>Equity Capital Gain–>View Capital Gain–>Select the Period for which you want (by default you will see 01.04.21 to 31.03.2022). -->View–>View Details
you will get to see date wise transactions done with P&L after adjusting for index cost. You will have two segments Short Term Capital Gains and Long Term Capital Gains.
There is a button for download, but on occasions, the download will generate data for some other period. The best way is to select the entire sheet copy and paste it on excel. I have done this and it works well.
@Nitin_Bhasin
If you have opted for prepaid brokerage plan by Icici Direct, then this amount will not be displayed in expenses. You need to account it separately. For demat related charges (as there is a INR 20 for every debit i.e when you sell shares), you can take a bank statement statement.
Disclaimer: A user of Icici Direct - not aware of zerodha features and do not claim to be an expert. Check it out and hope this info helps.