Before You Begin
- Your Alice Blue login credentials
- Financial Year: April 2025 – March 2026 (FY 2025-26)
Step-by-Step Download Instructions
- Visit aliceblue.com and click Login on the top-right corner.
- From the drop-down menu, click on "BOT". You will be redirected to the ANT BOT portal (a separate page).
- Log in to the BOT portal with your Alice Blue credentials.
- Once logged in, click on Report in the navigation.
- Select P&L or Tax P&L, set the date range to 01-Apr-2025 – 31-Mar-2026, and click Generate.
Note: The BOT portal is separate from the main trading platform. Make sure you redirect to the BOT link and not stay on the main website.
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the Alice Blue export format, parses every row, and merges the data with reports from your client's other brokers — producing one consolidated STCG / LTCG / F&O statement ready for ITR filing.