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

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

3.Click on 'Reports' and Select 'Profit & 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.

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.

 

 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 & loss Report.'

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.

 

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