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 o 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.