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

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 the QR code.

2.Select 'Reports' to access the P/L statement.

3.Click on ‘Profit and Loss’ under ‘Reports.'

4. Select the ‘Realised’ tab.

5.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 'Filters' tab to customise the date range for viewing/downloading reports

6. Select the required segment.

7. Specify the desired date range for downloading the reports by clicking the 'Confirm' option.

8. Click on ‘Get Reports’

Note: For reports from more than three financial years ago, choose the specific year from the date range, then tap 'Get Report'.

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

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