If you’re using an older version of the Upstox app, read this.
To get your Profit and Loss statement on the old version of the app, follow these simple steps:
Step 1:Login to the Upstox app using your 6-digit Pin or Biometrics
Step 2: Click ‘Profile’
Step 3" Select ‘Report & Corp Action’
Step 4: You will be redirected to the login page. Enter your login credentials.
Step 5: Click on ‘Reports’ and select ‘Profit and Loss’
Step 6: Select ‘Realized’ and click on ‘Filters’
Step 7: Select ‘Year’ (eg: 2020-2021) and ‘Segment’ (eg: Equities) and ‘Date’ using the drop-down option
Step 8: Select ‘Enable MTF’ to download the MTF trades P/L report
Step 9: Click on ‘Get report’
Step 10: You will be able to check the MTF P/L as shown
Step 11: You can download the report in Excel and PDF format
Click here to explore the updated app.
If you’re using the updated version of the Upstox app, read this.
To get your Profit and Loss statement on the new version of the app, follow these simple steps:
Step 1: Login to the Upstox app using your 6-digit Pin or Biometrics
Step 2: Select 'My account' under 'Profile'.
Step 3: Select 'Reports'
Step 4: In Reports, select ‘Profit and Loss Report’
Step 5 : Select ‘Realized’ and click on ‘Filters’
Step 6: Select ‘Year’ (eg: 2020-2021) and ‘Segment’ (eg: Equities) & ‘Date’ using the drop-down button.
Step 7: Select ‘Include MTF’ to download the MTF P/L report
Step 8: Click on ‘Get report’
Step 9: You will be able to check the MTF P/L report as shown below
Step 10: You can download the report in Excel and PDF format
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How do I download the Profit and Loss report? (Web)
Happy Trading,
Team Upstox