Before You Begin
- Your Motilal Oswal login credentials (Client ID + password / OTP)
- Financial Year: April 2025 – March 2026 (FY 2025-26)
Step-by-Step Download Instructions
- Go to motilaloswal.com and log in to your account (or use the MO Investor app and switch to the web portal for reports).
- Navigate to My Reports or Account Reports in the menu.
- Click on Tax Reports and select Capital Gain Statement.
- Set the period to 01-Apr-2025 – 31-Mar-2026.
- Click Generate Report, then Download as Excel.
What's in the Report
The Motilal Oswal Capital Gains Statement covers:
- Equity delivery trades: FIFO-matched lots with entry/exit dates, holding period, buy/sell values, and realized P&L
- F&O P&L with settlement-level breakdowns for futures and options
- Charges: brokerage, STT, exchange transaction charges, stamp duty, and GST
Clients with a MO mutual fund or PMS account will receive separate statements for those — upload all of them to FirstReports for a complete consolidated picture.
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the Motilal Oswal 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.