Expert Help and Support at 
Equirus Wealth

To easily generate and download your Mutual Funds Capital Gains Report on both the web platform and mobile app, follow these steps:

For Web Users:

Step 1: Access the Capital Gains Report

• Go to the Sidebar Menu on the web platform.
• Click on “Reports” to expand the menu.
• Select “Capital Gains” from the submenu.

Step 2: Select the Date Range

• Choose the start and end date for the period you want to view capital gains.
• Once selected, the Capital Gains Report will be generated in a table format.

Step 3: Download the Report

• Click on the “Export to Excel” button to download your report in an Excel file.
• The downloaded file will contain all details of your capital gains for the selected period.

For Mobile App Users:

Step 1: Navigate to Reports

• Tap on the User Icon at the top left of the screen.
• In the Account Information menu, tap on “Reports”.

Step 2: Select Date Range & Download

• On the Reports screen, select the desired date range for the Capital Gains Report.
• Tap the download button to save it.