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 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 which excludes the charges.)


  

7)You will get to see the Profit and loss report as per the selected period and segment 


  8)To export your file as an Excel or PDF click on the 'Download' button.

 

  

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 ‘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. Click on 'Get Report'

 


)To export your file as an Excel or PDF click on the 'Download' button.

 

 

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