Where Can I See a Statement of All My Transactions With ShareKhan?

You can use the Sharekhan Ledger Summary to get a list of all your transactions with Sharekhan. This report offers a thorough account of your trading operations, including information on trade bills, money transactions, and associated fees. 

Here’s the step by step guide of Sharekhan ledger:

Step 1: Enter Sharekhan.com: Visit the Sharekhan website or use your Sharekhan trading app.

Step 2: Login ID: Utilize your Trading Login ID and password to log into your Sharekhan account.

Step 3: Access the Ledger Summary:

• After successfully logging in, you will typically land on the dashboard or home page of your Sharekhan account.
• Look for the hamburger menu icon (three horizontal lines), usually located at the top left or right corner of the screen. Click on this icon to open the menu.

Step 4: Navigate to Transaction Report

• Once you click on the hamburger menu icon, a menu list will slide onto the screen, providing you with various options and features.
• From the list of options, locate and click on “Transaction Report.”

Step 5: Review Ledger Summary

• By default, the ledger summary will display transactions from the equity section for the current financial year. You will see a list of all the transactions you have conducted in this segment during the specified time frame.

Step 6: Customize Your View

• Sharekhan’s Ledger Summary provides the flexibility to customize your view. You can change the year to access transactions from previous financial years, or you can switch to a different segment if you have engaged in trading across various segments like equity, commodities, derivatives, and more.

You may find comprehensive information about your transactions, including buy and sell orders, money transfers, charges, and any other financial transactions involving your Sharekhan account, in the Ledger Summary. The ledger summary is a helpful tool that traders and investors may use to monitor their financial operations, keep correct records for tax purposes, and evaluate the profitability of their entire portfolio. It provides accountability and transparency, enabling you to efficiently keep an eye on your trading activity and account balances.

Furthermore, Sharekhan might give you the option to download or print your ledger summary, making it simple for you to keep physical copies on hand or, if necessary, share the data with your financial advisors or tax experts.

Conclusion

The Sharekhan Ledger Summary is an essential tool that gives traders and investors knowledge of their financial transactions to sum up. You can quickly access and check a statement of all your transactions with Sharekhan by following the above-described methods, ensuring that you have a precise and well-organized record of your trading activity and account balances.