How to Generate Reports on m.Stocks

15 Jan, 2024

Tracking and monitoring trades is a crucial step for traders and investors. With m.Stock, we have curated various types of reports like Ledger, eMargin Ledger, Contract Note, Trade Summary and more.

This video is a step-by-step tutorial on how you can generate reports on m.Stock and take informed decisions.

Track all trading data instantly on mStock with the help of “Reports”.

Yahaan aapko aapka Ledger, e-margin ledger, Profit and Loss report, Trade History aur Contract Note jaise kayi essential reports dikhenge.

Chaliye let’s see how to check and download them.

Mstock app pe login karne ke baad, tap on menu. From this list, choose “Reports”

Pehle baat karte hai ledger ki. Ledger mein aapke financial transactions ka detailed record hota hai. Yahaan aapko funds deposited, funds withdrawn, securities bought, securities sold , aur woh saare charges jo aapke account se debit hue hai unki information milegi. Here you can see your final balance.You can choose time period and view these records easily!

Ab baat karte hai eMargin Ledger Report ki.
When you click on eMargin ledger, aapka ledger Balance, Net MTF interest paid aur interest slab yahaan par aapko dikhayi dega.

Neeche MTF Records honge jahan Date, Amount aur Balance bhi display kiya jayega. Time range define karne ke baad, aap report ko dekh sakte hain

Now, let’s view the P&L report.

Yaha humme select karni hogi segment aur define karna hoga time range. Once you click on submit, aapka report turant generate ho jayega.

Segment select karne par Realized aur Unrealized Profit and Loss display hoga.

Ye report aap apne email id pe bhi send kar sakte hain “E-mail” icon par click karke

P&L reports ke baare mein adhik jaankari ke liye dekhiye humara yeh video

Ab baari hai, trade history view karne ki.

Trade history humein saari trade details ka overview deta hai. It displays the trade date, type, quantity, price, and trade ID.

Next, explore karte hain - contract note.

Contract Note mein aapko aapke trade details aur transaction charges ka breakup dikhayi dega. Ise dekhne ke liye aap apna time period define karke, “View” kar sakte hai.

Iss vishay par aur jaankari ke liye, dekhiye humara ‘How to read a contract note’ video
Dekha aapne, kitna aasaan hai to be on top of your trades and investments through reports at mstock!

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