How do you check profit and loss on Zerodha? Log in to Zerodha Console, go to Reports, select the segment (Equity, F&O, Currency), choose Combined, Realised, or Unrealised P&L, set a date range, and click View. You can also download the report. This guide explains how to access your P&L, the difference between realised and unrealised gains, and when to use Kite versus Console.
How to access P&L reports in Zerodha Console
- Visit the Zerodha Console reports page.
- Log in with your Zerodha credentials.
- Select the segment (Equity, F&O, Currency, and so on).
- Choose Combined P&L, Realised P&L, or Unrealised P&L.
- Select the date range.
- Click View.
- To save it, click Download at the top right.
Realised vs unrealised gains
| Type | Meaning | Impact on margin |
|---|---|---|
| Realised P&L | Profit or loss from trades you have already closed or squared off | Added to margin |
| Unrealised P&L | Profit or loss from open positions based on current prices | Only losses reduce margin; profits don’t increase it |
Realised gains are what you use for tax filing, while unrealised gains show potential performance on open positions.
Downloading P&L for tax filing
Can I use the Zerodha P&L report for ITR filing? Yes. Download the Tax P&L report:
- Log in to Zerodha Console.
- Click Reports, then Tax P&L.
- Select the financial year (for example, 2024-2025).
- Choose the quarter range (full year or a specific quarter).
- Click the arrow to view results.
- Scroll down and download the Tax P&L for all segments.
The report includes realised gains, charges (such as brokerage and STT), and segment-wise profit.
Zerodha Kite vs Console for P&L
| Feature | Zerodha Kite | Zerodha Console |
|---|---|---|
| Use case | Real-time monitoring during trading hours | Official reports, tax data, historical view |
| P&L calculation | Based on entry price (FIFO method) | Based on daily settlement (MTM method) |
| Includes charges | No (shows price difference only) | Yes (charges and taxes deducted) |
| Data update | Real-time (live price feed) | After market hours / daily |
| Custom reports | Not available | Yes, downloadable in Excel |
Can I check P&L on the Kite app? Yes, but only for current positions. For tax reports and accurate data, use Console.
For a full breakdown of the broker, see our detailed Zerodha review.
Conclusion
Zerodha Console gives traders and investors a clear way to monitor real profits, track taxes, and download essential documents. Kite is useful for viewing P&L during the day, while Console is the place for long-term tracking and tax filing. Checking your P&L regularly helps you stay informed, avoid surprises, and plan trades more effectively.
Frequently asked questions
What is Zerodha Console? Console is Zerodha’s official back-office platform, giving you all your trading and investment data in one place. Kite is for placing trades in real time; Console is for post-trade tracking, reporting, and account management.
Where is the P&L report in Console? Go to Zerodha Console, then Reports, then P&L, and select the segment and date range.
When is the Zerodha P&L report updated? At the end of each trading day, after trade settlements, so that all charges (brokerage, STT, exchange fees, taxes) are reflected.
- This review is for informational purposes only. TradingCritique does not currently offer broker referrals for India-domiciled brokers and has no affiliate relationship with the broker discussed.
