We have updated the app to give you a better experience
- If you’re using an older version of the Upstox app, read this.
- If you’re using the updated version of the Upstox app, read this.
Note: Now you can also get the report on your registered email address by clicking the email tab
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 and Select Profit and Loss
4) Select Realized and click on filters
5) Select ‘Year’ (eg: 2020-2021) and ‘Segment’ (eg: Equities) and date using the drop-down option
6) Click on 'Get Report’ 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 that excludes the charges.)
7) You will get to see the Profit and loss report as per the selected period and segment
8)Go to ‘ View breakdown ‘ tab to check the brokerage and taxes levied during the selected period
You can either download or get the report directly on your registered email address
To download the report in PDF or Excel format, select the ‘Download’ option
Click on the email tab to receive the report on the registered email address
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 Profile icon under account.
3). Click on 'My account'
4) Select 'Reports'
5) Click on 'Profit and loss Report'
7) Select ‘Year’ (eg: 2020-2021) and ‘Segment’ (eg: Equities) & date using the drop-down option. Click on 'Get Report'
8)You will get to see the Profit and loss report as per the selected period and segment
9)Go to ‘ View breakdown ‘ tab to check the brokerage and taxes levied during the selected period
10)You can either download or get the report directly on your registered email address
To download the report in PDF or Excel format, select the ‘Download’ option
11.You can get the required report in PDF and excel format on your registered email address by selecting the ‘email’ option .