If you are someone who has incurred profits/losses out of bullish and bearish market trends by engaging into futures, options or intraday trading, let’s add your trading data following the steps below,
Reporting F&O/ intraday income
Navigate to File > Resume Filing > Business and Profession > Trading Securities (Intraday and F&O)
Select a method to add your trading data,
- Import from Broker
- P&L Report Upload
- Add Manually
Click on proceed and lets get your trading data on Quicko.
Importing trading data from Broker,
If you want to fetch your data in the quickest way -
- Choose the Broker Account.
- Enter your Broker ID and Password to login into your account.
Once integrated you would have a summary view based on the data imported from your broker and now you may continue adding other details like incomes, assets and liabilities.
Uploading P&L Report,
Can’t find your Broker integrated with us? Don’t worry we got something for you too.
Adding manually,
Well, if none of the methods mentioned above worked for you, we still got one last way to add your trading data,
- Enter details like,
- Name of the Broker
- Account ID
- Add details like Gross Revenue, Cost of Securities sold, Gross P&L, Additional Details for your Future & Options and Intraday Income.
Click on Save and now you would be able to see your trading data under Incomes in the summary view.
You should have been able to add your F&O/ intraday income with this.
(If you're stuck or facing issues, our support team's got your back. Contact us here.)
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