Profit and Loss Report - Upstox Help Center

Profit and Loss Report

What is the Profit and Loss (P&L) Report?

The Profit and Loss (P&L) Report is a financial statement that details the profits and losses incurred from your trades over a specific period, based on...
Tue, 11 Mar, 2025 at 10:15 AM

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

To get your Profit and Loss statement, you can follow these steps: 1.Login to the Upstox app using your 6-digit Pin or biometrics. 2.Click on the' Pro...
Thu, 13 Mar, 2025 at 5:06 PM

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

       To check and download reports from our web portal, follow these steps:  1.Login to account.upstox.com using your registered mobile number or scan th...
Thu, 13 Mar, 2025 at 5:17 PM

How do I download MTF Trades Tax Report?

To get your Profit and Loss statement on the app, follow these simple steps: 1. Login to the Upstox app using your 6-digit Pin or Biometrics. 2. Select &#...
Thu, 13 Mar, 2025 at 5:25 PM

How to download the MTF tax report? (Web version)

Margin Trading Facility is a way to buy Stocks with just 50% funds. And you can borrow the remaining funds from Upstox for a small charge of Rs. 20/day and ...
Thu, 13 Mar, 2025 at 5:37 PM

Trade summary details for P/L

Trade summary is the go-to guide for understanding the ins and outs of your trades. Think of it as your financial report card, breaking down all the details...
Thu, 13 Mar, 2025 at 5:49 PM

How to check the details of the Profit and Loss in a Mobile app?

Now, you can easily review and verify your Profit and Loss details for a specific day or month using the latest features on Upstox. Simply access the ‘calen...
Thu, 25 Jan, 2024 at 7:01 PM

Understanding discrepancies in your total returns

If you've noticed discrepancies in your total returns, several factors might be contributing to this issue: 1. Transferred Shares: When you transfer s...
Sat, 15 Mar, 2025 at 8:30 PM