To check and download reports from web portal login to  account.upstox.com from desktop and follow these steps:

 

1.Login to web portal via account.upstox.com  using your 6-digit PIN or biometrics

 

2.Select ‘Reports’ to access Profit and Loss statements


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.