To check and download reports from our web portal, follow these steps:
1.Login to account.upstox.com using your registered mobile number or scan the QR code.
2.Select 'Reports' to access the P/L statement.
3.Click on ‘Profit and Loss’ under ‘Reports’.
4.Click on the ‘Realized’ tab and select the required segment, year and date.
5.Click on ‘Get Report’
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
Note: Our Profit and Loss Report works on a T+2 settlement date basis.