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Abhishek
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AbhishekProfessional
Asked: September 20, 20212021-09-20T09:22:34+05:30 2021-09-20T09:22:34+05:30In: Learning

How to Check Monthly P&L Statement in Upstox?

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Where can I find the P&L Statement in Upstox?

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    1. Nilesh Jaiswal Contributor
      2021-11-27T08:51:17+05:30Added an answer on November 27, 2021 at 8:51 am

      Most of the Upstox users couldn’t find the link in the dashboard to download the P&L Report. Here is the procedure to check the trade report and P&L Reports in Upstox.

      • Firstly, you will have to visit the Keystone dashboard of Upstox. Use this link to get over their account.upstox.com/reports
      • Login to your account with the credentials
      • Click on the Profit & Loss tab
      • Select the Segment, Financial Year, and date range
      • Hit the Get Report button
      • The report will be displayed on the screen
      • Download it in Excel and PDF formats

       

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