Yes, Angel One provides monthly and quarterly portfolio statements to all its investors. These statements give you a clear summary of your investments, including details of stocks, mutual funds, and other assets. Having regular portfolio statements helps you track your investment performance easily and make informed decisions.

What Are Portfolio Statements?

Portfolio statements are documents that show a detailed view of all your investments at a given time. They include the number of shares or units you hold, their current value, and any transactions like buys or sells. Monthly or quarterly statements help you keep a close watch on your portfolio’s health.

How Can I Access My Portfolio Statements on Angel One?

You can access your monthly or quarterly portfolio statements easily through the Angel One website or mobile app. Just log in to your account and navigate to the portfolio or reports section. Here, you can download or view your statements anytime, which helps you stay updated about your investments.

Why Are Monthly and Quarterly Statements Useful?

Regular portfolio statements help you track your investments and understand how they are performing over time. They make it easier to spot trends, check returns, and identify if you need to rebalance your portfolio. For tax purposes, these statements are also useful to calculate gains and losses accurately.

Can I Get Statements for All Types of Investments?

Yes, Angel One provides statements covering all your investments including stocks, mutual funds, bonds, and other assets held through your account. This consolidated view helps you get a complete picture of your financial portfolio in one place.

Are Portfolio Statements Important for Tax Filing?

Yes, portfolio statements help you keep a record of your investment transactions, which is essential for filing taxes. They show your gains, losses, and dividends earned, making tax calculations easier and more accurate. Keeping these statements safe is always recommended.

Can I Get Help If I Face Issues Accessing Statements?

If you have trouble accessing your portfolio statements, Angel One’s customer support is available to assist you. You can contact them via phone or email, and they will guide you step-by-step to download or view your statements without any hassle.