In order to get your Profit and Loss statement, you can follow the steps below:

1) Log in to using your Upstox User Id and Password.

2) Click on ‘Reports’ and select ‘Profit and Loss Report’.



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


4) Click on 'Go' to view your Profit and Loss Report. (Note: your PNL report is a realized Profit and Loss report and it gives you gross Profit and Loss stats which excludes the charges.)

5) You can also export this file to a CSV, Excel, PDF, and Print format and store it for your reference.