{"id":22023,"date":"2023-06-21T13:17:58","date_gmt":"2023-06-21T13:17:58","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&p=22023"},"modified":"2025-11-12T13:44:19","modified_gmt":"2025-11-12T13:44:19","slug":"what-is-annual-global-transaction-statement","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/what-is-annual-global-transaction-statement\/","title":{"rendered":"What is Annual Global Transaction Statement and how to read it?"},"content":{"rendered":"\n

In the realm of personal finance and investments, it is essential to keep track of one’s financial activities, and maintain a clear overview of transactions made throughout the year. The Annual Global Transaction Statement (AGTS) report emerges as a valuable tool in achieving these goals.<\/p>\n\n\n\n

The AGTS report is a comprehensive document provided by SAMCO that summarizes an individual’s transactions done via your demat account and financial products over the course of a year. It includes details of Security\/Commodity Description, Purchase Quantity, value, and any other relevant activities.<\/p>\n\n\n\n

This report serves as a consolidated record of all transactions, enabling you to assess your overall transaction, track investment performance, and identify patterns or trends in their investment behavior. It provides a bird’s-eye view of all account activities, making it easier to analyze and plan future financial strategies.<\/p>\n\n\n\n

Furthermore, the AGTS report plays a vital role in tax planning and preparation.\u00ad\u00ad<\/p>\n\n\n\n

Know let\u2019s understand how to read the AGTS report.<\/p>\n\n\n\n

How to Read it?<\/p>\n\n\n\n

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Statement Period:<\/strong> This is the time period covered by the AGTS report. It is a consolidated report for the entire financial year.<\/p>\n\n\n\n

Security\/Commodity Description:<\/strong> This column lists the securities and commodities that you traded and invested in during the financial year. It also includes information such as brokerage and stamp duty charges.<\/p>\n\n\n\n

Exchange:<\/strong> This column indicates the exchange where the trades were executed. The two exchanges in India are the Bombay Stock Exchange (BSE) and the National Stock Exchange (NSE).<\/p>\n\n\n\n

Segment:<\/strong> This column indicates the segment of the market where the trades took place. The two broad segments are equity and derivatives.<\/p>\n\n\n\n

Purchase Quantity:<\/strong> This column shows the number of units of securities or commodities that you purchased during the financial year.<\/p>\n\n\n\n

Purchase Value:<\/strong> This column shows the total amount for the securities or commodities that you purchased. This includes the purchase price, brokerage, and other expenses.<\/p>\n\n\n\n

Sale Quantity:<\/strong> This column shows the number of units of securities or commodities that you sold during the financial year.<\/p>\n\n\n\n

Sale Value:<\/strong> This column shows the total amount for the securities or commodities that you sold. This includes the sale price, brokerage, and other expenses.<\/p>\n\n\n\n

This Annual Global Transaction Statement (AGTS) is being sent to you in compliance with a letter from the Securities and Exchange Board of India (SEBI) dated November 27, 2017.<\/p>\n\n\n\n

In conclusion, the Annual Global Transaction Statement (AGTS) report is a powerful tool that consolidates an individual’s trading activities, offering a comprehensive view of transactions and aiding in financial analysis, planning, and tax preparation.<\/p>\n\n\n\n

I hope this is helpful!<\/p>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[2767],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/22023"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=22023"}],"version-history":[{"count":5,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/22023\/revisions"}],"predecessor-version":[{"id":22091,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/22023\/revisions\/22091"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=22023"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=22023"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=22023"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}