How to check Brokerage and Charges in Profit /Loss report?

You can check brokerage and charges levied for a particular day/period in the ‘Profit and Loss’ report.

Follow the below steps to check Brokerage and charges in the P/L report:

Step 1:Login to the Upstox app using your 6-digit Pin or biometrics.

Step 2 Click on the Profile tab under account. 

Step 3:Click 'My account.' 

Step 4.Select 'Reports.' 

Step 5:Select ‘Profit and Loss (P&L) report.

Step 6 -You have the option to either view and download the report using the provided options in the tab, Or alternatively, you can click on the 'Realised' and select the 'Filters' tab to customise the date range for viewing/downloading reports.

Step 7 - .Select the required 'Segment.'

Step 8- Specify the Date range for which you wish to download the reports, select 'Confirm' and then click 'Get Report'.

Step 9 -. The Profit and Loss report for the selected period and segment will be displayed, allowing you to review the brokerage and charges applied during the specified timeframe.

To view the charges applied during the selected period, navigate to the 'Charges & Taxes' tab. This section offers a detailed breakdown of all applicable fees, including brokerage, transaction charges, taxes, and other levies incurred within the specified timeframe. Reviewing this information will provide a clear understanding of the total costs associated with your transactions