We have updated the app to give you a better experience

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 Account at the bottom right of the page .

 

3). Click on ‘My account’ and select ‘Reports’.

 

 

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

 

5) Select the ‘Realized’ tab and Click on filters drop down  

   

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

 

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

 

 

9)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

 


 

10.You can get the required report in PDF and excel format on your registered email address by selecting the ‘email’ option .

 

Note: Our Profit and Loss report works on a T+2 Settlement date basis