How to Download Contract Notes, P&L and Holdings Statements from Angel One
Published 2026-10-16 · Aadarna Stock Broking Pvt. Ltd.
Unofficial guide. Written by Aadarna Stock Broking Pvt. Ltd., an Authorised Person of Angel One Ltd., to help account holders. App screens and menu names change with updates, so follow the steps shown in your app. For official help, visit the support section of angelone.in.
Key takeaways
- Your account provides contract notes, a ledger, profit and loss reports and holdings statements.
- Contract notes are the legal record of your trades; the ledger shows every money movement.
- P&L reports help with your own tracking and tax filing, but check them against your records.
- Your CDSL statement is an independent check on your holdings.
Good records make tax filing easier, help you spot errors early and give you evidence if there is ever a dispute. Your Angel One account provides several reports, usually in a reports or statements section of the app and website. This guide explains what each one is for and the general way to download them.
Report names and menus change with app updates, so follow the current steps in the Angel One app or the support section of angelone.in.
The main reports and what they are for
- Contract notes: the legal record of each day's trades, with prices, quantities and every charge. Also emailed to you after each trading day you trade.
- Ledger: every credit and debit of money in your trading account: funds added, withdrawals, trade settlements and charges.
- Profit and loss (P&L) report: realised gains and losses on your trades over a chosen period.
- Tax P&L or capital gains report: profits and losses arranged in a way that helps with income tax filing.
- Holdings statement: the securities you hold, with quantities and values.
- Margin and pledge statements: collateral pledged and margin used, if you use these features.
General steps to download a report
- Log in to the Angel One app or website.
- Open the reports or statements section, often found in your profile or account menu.
- Choose the report type.
- Select the date range or financial year.
- Download it as a PDF or spreadsheet, or request it by email.
- Save it in a folder with a clear name, such as the report type and year.
Some reports are generated on request and emailed to your registered address. Password-protected files usually explain the password format in the email.
Checking your reports
- Compare contract notes with your own order history.
- Check the ledger for any charge or debit you do not recognise.
- Compare your holdings statement with the statement from CDSL.
- If something looks wrong, raise it with Angel One support in writing, quoting dates and reference numbers.
Using reports for tax
The tax P&L report is a helpful starting point for filing income tax, as it groups gains and losses. It is still your responsibility, or your tax professional's, to check it and to apply the correct tax rules. Aadarna does not provide tax advice.
Reading the ledger
The ledger can look confusing at first because it records every movement, including small charges. Each entry usually shows a date, a description, a debit or credit, and a running balance. Funds you add and sale proceeds appear as credits; purchases, withdrawals and charges appear as debits.
If the running balance ever turns negative, it means you owe the broker money, often because charges or losses exceeded your cash. Clear it promptly, as interest or penalties may apply under the broker's policy. Reconciling the ledger with your bank statement each month is a good way to spot anything unusual early.
A simple record-keeping routine
- Save contract notes as they arrive by email.
- Download the ledger and holdings statement each quarter.
- Download the tax P&L report after the financial year ends.
- Keep your CDSL statements in the same folder.
- Keep records for several years, as tax authorities may ask for them.
Frequently asked questions
I cannot find an old contract note. What should I do?
Check the reports section for past contract notes, or search your registered email. If it is still missing, ask Angel One support in writing.
Why does my P&L differ from my own calculation?
Differences often come from charges, corporate actions or how the purchase cost is calculated. Check the report's notes and your contract notes, and ask support if the gap remains.
Can Aadarna send me my statements?
Statements come from Angel One through your own login and registered email. We can guide you to the right report, but we do not handle your login.