What does Verified Profit and Loss (P&L) mean, and how can it be effectively utilized?

We have introduced the Verified P&L feature in our BOT application to streamline the process of sharing Profit and Loss statements with clients or other users. Instead of manually downloading the P&L, clients can now easily share it by following these steps:

  1. Log in to our “BOT” application.
  2. Navigate to “My Profile” and select “My Account.”
  3. Locate the “Verified P&L” option.
  4. Choose the required information, including:
    • Personal details
    • Segments to share
    • Display of trades
  5. Timeline for sharing (30 Days, 90 Days, 180 Days, 360 Days)
  6. Copy the generated link and share it with any user who has view access, without requiring them to log in.

Please note that the Profit and loss are displayed for a specific security and are calculated based on the buying and selling prices.

Was this helpful?

Haven't found the Answer to your Question?

Raise a Help Ticket