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: Log in with your Upstox User ID and password


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: Click on ‘Account’ at the bottom right of the page

 


Step 3: Click on ‘Account’ and 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 ‘Enable 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





 

Happy Trading,

Team Upstox