How to Download HDFC Securities Capital Gains Report for FY 2025-26

5-step workflow: Log in → Open Reports → Select FY 2025-26 → Download Report → Upload to FirstReports

Before You Begin

Your HDFC Securities login credentials (Customer ID + password)
Financial Year: April 2025 – March 2026 (FY 2025-26)

Step-by-Step Download Instructions

Go to hdfcsec.com and log in to your account.
Click on My Portfolio in the top navigation, then navigate to Reports.
Under Reports, select Capital Gains Statement (also labeled as Tax P&L in some views).
Set the date range: 01-Apr-2025 to 31-Mar-2026.
Click Generate, then click the Download Excel button to save the file.

What's in the Report

The HDFC Securities Capital Gains report covers:

Equity delivery buy-sell lots with FIFO-matched holding period and realized P&L
F&O contract-wise settlement P&L
Intraday trade summary (speculative income — must be reported separately from capital gains)
Charges: brokerage, STT, exchange transaction charges, stamp duty, and GST

Note: For clients with mutual funds held via HDFC SKY or direct AMC investments, download the CAMS or KFintech statement separately — those are not included in this report.

Upload to FirstReports

Once you have the file, upload it to FirstReports. The platform auto-detects the HDFC 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.

About FirstReports

What is FirstReports?

FirstReports is an ITR filing platform where real ICAI-registered Chartered Accountants file your income tax return for you. Plans start at ₹999 for salaried returns and ₹1,999 for investors with capital gains or F&O income.

How does filing with a CA on FirstReports work?

Choose a plan, upload your documents (Form 16, broker P&L statements, AIS), and your assigned CA reviews everything, computes your tax, and files your ITR. You receive the ITR-V acknowledgement and live status updates throughout.

How quickly will my ITR be filed?

Standard turnaround is 48 hours from the time all documents are received. Most straightforward salaried returns are completed the same day.

What types of returns do you handle?

Salaried (ITR-1 & ITR-2), capital gains from stocks and mutual funds, F&O traders, HNI returns with multiple income sources, and clients who received IT notices. All income types covered.

Is my data safe with FirstReports?

Yes. Your documents are stored securely and are only accessible to your assigned CA. We never share your data with third parties. All communication is encrypted.