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 


 

5.Click on ‘Download Report’


 

6.The Profit and Loss Tax Report can be downloaded in an excel format for future reference.

Note: Our Report work on T+2 settlement date basis.