To calculate your capital gains from your Angel One portfolio, just check each investment’s buy price and current sell price, subtract to find the profit or loss per unit, and multiply by the number of units. Sum up across all holdings for total capital gains—this tells you how much you’ve earned or lost overall.

How Do I Calculate Capital Gains From My Angel One Portfolio?

Go to Angel One app or website and open your portfolio. For each trade, note down the buy price, sell price, and number of shares or units. Then use this formula:

Capital Gain = (Sell Price − Buy Price) × Quantity

Do this for every transaction and add them up to get your total capital gains.

Why Tracking Capital Gains Matters?

Tracking capital gains is important to know if your investments are profitable. It also helps when preparing your tax returns, since gains can affect how much tax you owe. By calculating gains regularly, you can make better decisions on when to buy or sell.

What Is Short-Term vs Long-Term Capital Gain?

If you sell within 12 months of buying, it’s a short-term gain (taxed at your income slab). If you hold longer than 12 months, it’s a long-term gain (taxed at lower rates). Angel One shows the holding period so you can easily know which category your gain falls in.

How to View Holding Period in Angel One?

In your portfolio, each stock or fund shows buy date and current date. Angel One displays whether it's held for more or less than one year. Use that info to classify gains as short-term or long-term for taxes.

How Do I Include Dividends or Other Income?

Dividends or interest payouts are not part of capital gains and are shown separately. Angel One displays total dividend received for each instrument. You’ll need to add these separately when calculating total income.

How Can I Save or Export Transaction Data?

Angel One lets you download reports of your trades and portfolio in CSV or PDF. Use that report to calculate gains in spreadsheet or share with your accountant. It saves time and reduces manual errors.

How Do I Match Tax Rules While Calculating?

When calculating gains, remember Indian tax rules: add 10% surcharge on long-term gains above ₹1 lakh, and include applicable cess. Angel One reports don’t include tax – you should calculate and pay tax per income slab.