Portfolio Tracker

The Portfolio Tracker facility is available to all trading account customers of Kotak Commodities. With the Portfolio Tracker, you canof track all your commodity derivative investments in one place. It is a tool that gives you reports on your commodity trades in your Kotak account.

Features

The Portfolio Tracker offers the following statements, snapshots, and updates. The aim is to keep you informed every step of the way.

List of transactions

This covers all transactions completed till date in the current financial year. The list also shows commodities that you may have traded in the current financial year but in which you currently do not have any positions.

Profit and loss (P&L) statement

With Portfolio Tracker, you can get a statement of the realised profit and loss for all trades. This statement provides details for any date range within the current financial year. Thus, it helps you to prepare your tax statements.

Commodity-wise allocation

You can get commodity-wise allocation for all your trades.

Easy fee payments

Brokerage and all other charges and fees are charged to your account, except commodity transaction tax (CTT). The details of charges and fees areis also available in the P&L statement.

Financial year-wise realised P&L statement

You can view the realised gains or losses for different financial years.

Benefits

The Portfolio Tracker puts the power in your hands. You have complete information about the commodities you have bought or sold, . You also know their current price and whether you are gaining or losing in the trades. This helps you to make better buy or sell decisions.

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Please note that by submitting the above mentioned details, you are authorising us / Kotak Commodity Services Private Ltd (formerly known as Kotak Commodity Services ltd) to call you and send promotional communication even though you may be registered under DNC.

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