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

To get your Profit and Loss statement, you can follow these steps:


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 on 'My account.'


Step 4: Select 'Reports.'


Step 5: Click on 'Profit & Loss 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: To get MTF reports,Click on 'Is MTF' and select Include MTF'. Click 'Get Reports.'



Step 10: The Profit and Loss report corresponding to the selected period and segment will be displayed.



Step 11: To receive the report, opt for either direct download or have it sent to your registered email address by selecting your preferred option.



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


Please select the financial year and choose your preferred format: email or PDF.



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