Overview

Dock

Trading Technical Analysis Reports

View and download your trading data and detailed trading analysis through Rupeezy DOCK web portal.

Trading Analysis Reports at your fingertips

DOCK is the trading dashboard to give you a bird’s eye view of your trades for
different timeframes. You can obtain detailed and in-depth trade stats and
trading analysis by stocks individually and overall portfolio through DOCK.

You can view Profit and Loss, Turnover, MTF Interest, and Trade History Reports
for a detailed view of your Trades and Investments.

Manage Funds
You can manage your funds in a few simple steps using the DOCK portal.
Once you add your bank account, you can seamlessly transfer funds in and
withdraw funds from your trading account. This feature saves the hassle of
separate logins or individual fund transfer, saves time and helps you take quick
investment decisions.
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P&L Report
Instead of sifting through multiple daily transactions, P&L report shows you consolidated
profit and loss for selected parameters across various segments. Now you can view the
report in csv format. You can also view your tax P&L reports through DOCK.
pnl report image
To view your P&L report
steps image

Go to 'Reports' tab

Click on 'Profit & Loss'

Go to 'Segment' and select 'Futures &
Options' from the dropdown menu

Select the Date Range and click on 'Submit'

Download the report from the 'Download
Summary' tab on the bottom right corner

How to download tax P&L Reports?
Tax P&L reports give you a snapshot of your profit or losses net of applicable
taxes, capital gains so you need not spend time to calculate various deductions for tax filing.
progressive bar
Go to 'Reports' tab
Click 'Statements'
Select 'Combined Tax Reports'
from the dropdown menu
Select the Date Range
and click 'Download'
You can view your tax Profit & Loss Report in a spreadsheet

Ledger Reports

View daily activity, trade data and record of all transactions on any day
through the Ledger Reports section.

Ledger reports can be viewed and downloaded for any segment and period.
You can also view Pay In and Pay Out reports for funds tracking separately.

Historic data of each and every trade is available via Ledger Reports, you can
perform detailed analysis of every single trade using Ledger Reports. 

Ledger Reports
pledge holding

Pledge Holdings

Put the securities in your demat account to work, get margin funding by
pledging your existing holding.

Trade with ZERO cash, with margin against shares.

How Rupeezy Dock Works
Rupeezy DOCK trading dashboard features four sections
portfolio card
Portfolio
View your overall portfolio in a snapshot.
reports card
Reports
View and download portfolio or stock level
Profit & Loss reports, tax reports in a jiffy.
funds card
Funds
Once you add your bank account, you can
transfer funds in and out instantaneously
from DOCK. Save time and utilise your funds
to the max with instant pay in and payouts.
Profile card
Profile
Make changes to your profile data e.g. bank
account details, phone no, email id etc.

Frequently Asked Questions

Ans. You can view the tax applicable on your trades in the P&L Report. The applicable tax figures on P&L make it convenient for you to view the numbers directly for tax filing without separate calculations. 

Ans: You can view free stock reports through the Reports section in Rupeezy DOCK. Easy to read, yet detailed trading analysis, P&L Reports and trading data from Ledger Reports can be viewed without any charge.

Ans: Visit https://rupeezy.dev/trading-report-and-analytics go to Reports Section. You can view Profit and Loss, Turnover, MTF Interest, and Trade History Reports for a detailed view of your Trades and Investments.

Ans: P&L Report shows the consolidated statement of profit or loss in your trades for a selected time period.

Ans: Click on the ‘Reports’ tab. Click on ‘Downloads’ and select ‘Contract Notes’ on Statement dropdown. Select Category as ‘Equity’ Select the Date Range and Click ‘Email Me’ The Contract Notes will be sent to your registered email id.

Ans: Go to ‘Reports’ tab. DP charges are directly posted on the ledger and do not appear on the contract note. It is charged once per scrip on one day irrespective of the quantity sold.

Ans: Click the ‘Profile’ tab. Go to email id and click on ‘Edit’ Enter the new email address and click ‘Continue’ Go to Mobile Number, and click ‘Edit’ Enter the new mobile number and click ‘Continue’ The new email/mobile number will be updated within 24 hrs.

Ans: To add a bank account, check the process below. 1. Log in to DOCK. 2. Personal The new bank account will be updated as a Primary account for Demat and Trading account . The dividends and other corporate action benefits for your holdings and payout are transferred to your primary account. For the charges, please click here

Ans: For the Derivative Segment, upload your latest financial details in the dock application. Check from the Segment Updation in DOCK, whether a particular segment is active or not.

Rupeezy Mobile App

Access your free demat account

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