Verified P&L on CubePlus Log in to CubePlus. Click on your User ID. Navigate to ‘Reports.’ Select ‘Reports in Back Office (Sparc).’ Choose ‘P&L Report.’ Specify the date range and…

Mobile: Open CubePlus and log in. Tap on “More” and select “Accounts.” Navigate to “Reports” and click on “Reports” again in Sparc. Choose “Contract Note.” Enter the desired date and…

Tax-loss harvesting is a smart strategy aimed at minimizing taxes on your capital gains. In simple terms, it involves selling an investment that has experienced a loss. By doing this,…

Tax P&L Reports are based on the grandfather clause in TradeJini. Mobile: Open CubePlus and log in. Tap on “More” and select “Accounts.” Navigate to “Reports” and click on “Reports”…

The Annual Information Statement (AIS) is a document that offers a comprehensive overview of the prepaid taxes and specified financial transactions undertaken by a taxpayer during a specific financial year.…

Mobile: Open CubePlus and log in. Tap on “More” and select “Accounts.” Navigate to “Reports” and click on “Reports” again in Sparc. Choose “Tax P&L report” Enter the desired date…

Situations Leading to Inaccuracies in the Profit and Loss Report Corporate Actions: Changes resulting from corporate actions such as Bonus, Splits, Rights issue, Merger, Spin-Offs, Buyback, etc., can impact the…

Other Credits & Debits in the CubePlus P&L Report Call and Trades Charges: Fees associated with placing orders over the phone. Payment Gateway Charges: Charges related to the use of…

The profit and loss heat-map on CubePlus represents the number of trades conducted throughout the day. The color gradient indicates the intensity of trading activity. Yellow indicates a relatively small…

Details in TradeJini Back Office (Sparc) Mobile: Open CubePlus and log in. Tap on “More” and select “Accounts.” Navigate to “Reports” and click on “Reports” again in Sparc. Choose “P&L…