We have updated the app to give you better experience

If you’re using an older version of the Upstox app, read this. 

 To get your Profit and Loss statement, you can follow the steps below:

1) Log in with your Upstox User ID and password. 


2) Click ‘Profile’ and select Report & corp Action.


3) Click on Reports.

 

4) Select Profit & Loss Report.

                                                  

5)  Select ‘Year’ (eg: 2020-2021) and ‘Segment’ (eg: Equities)  and date using the drop-down option

 

6) Click on 'Go' to view your Profit and Loss Report.

 

7)You can export this file to an Excel & PDF format and store it for your reference.

 

Also, keep in mind:  Your PNL report is a realized Profit and Loss report and it gives you gross Profit and Loss stats which excludes the charges.


Click here to explore the updated app.

If you’re using the updated version of the Upstox app, read this. 

To get your Profit and Loss statement, you can follow these steps:

1)Login to the Upstox app using your 6-digit Pin or Biometrics

 

2) Click on the name icon on top left corner.

 

3 Click on ‘Account’ and select ‘Reports’.

 

4) In Reports, select ‘ Profit and Loss Report’.

 

5) Click on filters drop down  

  

6) Select ‘Year’ (eg: 2020-2021) and ‘Segment’ (eg: Equities)  & date using the drop-down option.

 

7) After this, click on Get Report.

 

8) You can export this file to an Excel & PDF format and store it for your reference.