Before You Begin
- Your Axis Securities login credentials
- Financial Year: April 2025 – March 2026 (FY 2025-26)
Step-by-Step Download Instructions
- Go to axissecurities.in and log in to your account.
- Under Equity & Derivatives, click on Portfolio.
- Inside Reports, select Capital Gains/Loss Statement.
- Select the timeframe: 01-Apr-2025 to 31-Mar-2026.
- Click Download and save the report in Excel format.
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the Axis Securities 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.