Before You Begin
- Your Anand Rathi login credentials
- Financial Year: April 2025 – March 2026 (FY 2025-26)
Step-by-Step Download Instructions
- Go to rathi.com (or the Anand Rathi client portal) and log in to your account.
- Click on Reports and then select Portfolio.
- Navigate to the Gain/Loss tab.
- Select the time period: 01-Apr-2025 to 31-Mar-2026.
- Click the Excel icon and select Detail Report to download.
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the Anand Rathi export format, parses every row, and merges the data with reports from your client's other brokers — producing one consolidated STCG / LTCG / F&O statement ready for ITR filing.