Click here to explore the updated app.

If you’re using the 4.0 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

  

If you’re using an 3.0 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 icon.'

Step 3: Select ‘Report & Corp Action.’

Step 4: 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 ‘Include 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 either download or get the report directly on your registered email address. 

 

Related articles

How do I access the consolidated tax report? (Web)

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

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

Happy Trading,

Team Upstox