Tradewise P&L

About

  • Calculate Tax P&L for Foreign Equity', Equity,Mutual Funds&Future & Options` from Tradewise P&L.

Usecase

  • For Stock Brokers to visualize Tax P&L and provide report download to investors and traders

📘

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Scripwise and Tradewise: Calculation of P&L and Turnover


Endpoint

HTTP Method

Endpoint

Description

POST

/calculators/income-tax/tax-pnl/tradewise

A Request Body (JSON) of Tradewise P&L is uploaded for calculating the Tax P&L.

API EndpointAPI Endpoint

Request Body

Equity Trade

The headers are explained below:

Param

Type

Required

Description

isin

string

No

ISIN is the international security identification number

symbol

string

Yes

Symbol or description of equity share

quantity

number

Yes

Trading quantity

buy_date

string

Yes

Date of purchase

buy_average

number

Yes

Average buy price across all trades

sell_date

string

Yes

Date of Sell

sell_average

number

Yes

Average sell price across all trades

fmv

number

No

High stock price on 31/01/2018

brokerage

number

No

Brokerage expense

clearing_charges

number

No

Charges charged by clearing house

exchange_transaction_charges

number

No

Transaction charges by exchange

sebi_turnover_fees

number

No

Turnover fees by SEBI

stt

number

No

Security Transaction Tax

stamp_duty

number

No

Stamp duty paid on transfer of shares

sgst

number

No

State GST

cgst

number

No

Central GST

igst

number

No

Integrated GST

other_transfer_expenses

number

No

Any other expense relating to the transfer of shares

corporate_action

string

No

Corporate Action. Possible values: BUY_BACK, DIVIDEND

Mutual Fund Trade

The headers are explained below:

Param

Type

Required

Description

isin

string

No

ISIN is the international security identification number

scheme_type

string

Yes

Scheme type, possible values
Equity, Debt, Other

symbol

string

Yes

Symbol or description of equity share

quantity

number

Yes

Trading quantity

buy_date

string

Yes

Date of purchase

buy_average

number

Yes

Average buy price across all trades

sell_date

string

Yes

Date of Sell

sell_average

number

Yes

Average sell price across all trades

fmv

number

No

High stock price on 31/01/2018

brokerage

number

No

Brokerage expense

clearing_charges

number

No

Charges charged by clearing house

exchange_transaction_charges

number

No

Transaction charges by exchange

sebi_turnover_fees

number

No

Turnover fees by SEBI

stt

number

No

Security Transaction Tax

stamp_duty

number

No

Stamp duty paid on transfer of shares

sgst

number

No

State GST

cgst

number

No

Central GST

igst

number

No

Integrated GST

other_transfer_expenses

number

No

Any other expense relating to the transfer of shares

corporate_action

string

No

Corporate Action. Possible values: BUY_BACK, DIVIDEND

Futures and Options Trade

The headers are explained below:

Param

Type

Required

Description

symbol

string

Yes

Symbol or description of equity share

type

string

Yes

Type, possible values
Futures, Options

quantity

number

Yes

Trading quantity

buy_average

number

Yes

Average buy price across all trades

sell_average

number

Yes

Average sell price across all trades

brokerage

number

No

Brokerage expense

clearing_charges

number

No

Charges charged by clearing house

exchange_transaction_charges

number

No

Transaction charges by exchange

sebi_turnover_fees

number

No

Turnover fees by SEBI

stt

number

No

Security Transaction Tax

stamp_duty

number

No

Stamp duty paid on transfer of shares

sgst

number

No

State GST

cgst

number

No

Central GST

igst

number

No

Integrated GST

other_transfer_expenses

number

No

Any other expense relating to the transfer of shares


Corporate Actions

The enumeration explained below:

Corporate Action

ENUM

Amalgamation

AMALGAMATION

Bonus Issue

BONUS_ISSUE

Buy Back of Shares

BUY_BACK

Consolidation of Shares

CONSOLIDATION

Dividend

DIVIDEND

Dividend on Preference Shares

DIVIDEND

Income Distribution (InvIT)

INCOME_DISTRIBUTION_INVIT

Income Distribution RITES

RITES

InvIT - Return of Capital

RETURN_OF_CAPITAL_INVIT

Preferential Issue of shares

PREFERENTIAL_ISSUE

Reduction of Capital

REDUCTION_OF_CAPITAL

Right Issue of Equity Shares

RIGHT_ISSUE

Scheme of Arrangement

SCHEME_OF_ARRANGEMENT

Spin Off

SPIN_OFF

Stock Split

STOCK_SPLIT

Voluntary Delisting of Shares

DELISTING


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