The P&L This Year card splits your gain into what you've actually booked and what's still on paper. Below it, a year-by-year view shows the tax that follows the booked part.
Realised vs Unrealised
On the card, Realised is the gain from holdings you've sold this financial year, and it's locked in. Unrealised is the paper gain on what you still hold, which keeps moving with prices. Only the realised part has a tax attached.
Realized P&L by Financial Year
The card's Realised / Unrealised split, and booked gains for each financial year.
The year-by-year breakdown
The Realized P&L by Financial Year section charts your booked gains for each year. Step between years with the arrows, or click the FY 2025-26 button. the current year carries a NOW badge.
Open a year's detail
Clicking a financial year opens its full breakdown. The tiles across the top show Total P&L, LTCG Gain and STCG Gain, then the estimated tax on each and a combined Net Tax. Below that, every sale is listed with its date, quantity, gain and type.
| Stock | Date | Qty | Sell Value | P&L | Type | Tax |
|---|---|---|---|---|---|---|
| RELIANCE | 14 Jun 2025 | 40 | ₹1,04,144 | +₹52,000 | LTCG | ₹0 |
| BHEL | 05 Jul 2025 | 50 | ₹75,680 | +₹40,000 | LTCG | ₹0 |
| ITC | 21 Aug 2025 | 100 | ₹28,250 | +₹10,000 | STCG | ₹2,000 |
| ADANIPOWER | 11 Sep 2025 | 60 | ₹1,13,293 | +₹22,000 | STCG | ₹4,400 |
A single year's realized gains, estimated tax, and the sales behind them.
Note: Gains are matched using FIFO: your oldest units are counted as sold first. Hover a row's type to see its Lot breakdown: which purchase each sold unit came from, and whether it counts as long- or short-term.
The tax figures are estimates to help you plan, based on the current financial year's rates and the ₹1.25L long-term exemption. The header notes they use FIFO and exclude brokerage and STT.