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’



6.You can also export your file to an Excel & PDF by clicking on download icon




Note: Our Profit and Loss Report works on a T+2 settlement date basis.