How do I download the Profit and Loss report? (Web)

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.

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