To get your Profit and Loss statement on the app, follow these simple steps:

Step 1: Log in to the Upstox app using your 6-digit PIN or biometrics.

Step 2: Select 'My account' under 'Upstox icon.'

Step 3: Select 'Reports.'

Step 4: In Reports, select ‘Profit and Loss Report.’

Step 5: Select ‘Realised’ and click on ‘Filters.’

Step 6: Select ‘Segment’ (eg: Equity) & ‘Date’ option.

Step 7: Click 'Is MTF' and select ‘Include MTF’ to download the MTF P/L report.

Step 8: Click on ‘Get Reports.'

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.

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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