We have updated the app to give you a better experience

  Note: Now you can also get the report on your registered email address by clicking the email tab.

  Click here to explore the updated app.

 If you’re using the 4.0 version of the Upstox app, read this. 

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' Profile' tab under 'Account.'

3.Click on 'My account.'

4.Select 'Reports.'

5.Click on 'Profit & loss Report.'

  

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

 

7.Select the required 'Segment.'

 

8. Specify the date range for which you wish to download the reports, select 'Confirm' and then click 'Get Reports’

 

9. The Profit and Loss report corresponding to the selected period and segment will be displayed.

 

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

If you’re using an 3.0 version of the Upstox app, read this. 

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

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

2.Click ‘Profile’ icon and select 'Report & corp. Action.'

3.Click on 'Reports' and Select 'Profit & Loss.'

 

4. 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.

                   

5. Select the required Segment.

 

6. Specify the date range for which you wish to download the reports, select 'confirm' and then click on 'Get Reports.’

   

7. The Profit and Loss report corresponding to the selected period and segment will be displayed.

 

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

 


Note- Reports covering dates beyond the last 3 years will be sent directly to your email

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