To check and download Profit and Loss  reports from our web portal, login to account.upstox.com and follow these steps:

 

1.Login to 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 ‘Tax’ tab and select the required financial year 


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 Report work on T+2 settlement date basis.