Before You Begin
- Your Finvasia / Shoonya login credentials
- Financial Year: April 2025 – March 2026 (FY 2025-26)
Step-by-Step Download Instructions
- Visit shoonya.com (Finvasia's trading platform) and log in to your account.
- From the financial year selector at the top, choose 2025–26.
- Select the PnL Report and download the Excel sheet.
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the Finvasia / Shoonya 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.