Hi,
When I go to the reports section → Trade page, and select a Financial Year and click Get year, I get the trade details for the trades done on the 31st March of the previous FY. Please find the attached SS for an example where I selected the FY 2023-2024 and getting trades done on 31-03-2023.
Can you please look into it.
Thanks
Nishit Mangal
Hi @Nishit ,
Thank you for reaching out. The records are based on settlement date, so trades from March 31st might reflect in the previous financial year if settled on April 1st.
We hope this clarifies your concern.