Before You Begin
- Your Upstox login credentials (mobile number + PIN / TOTP)
- Financial Year: April 2025 – March 2026 (FY 2025-26)
Step-by-Step Download Instructions
- Go to upstox.com and log in to your account.
- From the top navigation, click on the Reports tab, then select Profit & Loss.
- Select FY 2025-26 as the financial year.
- Click the Download Report button to download the file in Excel format.
What's in the Report
The Upstox P&L report covers equity delivery trades, intraday trades, F&O positions, and currency / commodity derivatives — all in a single Excel file with realized P&L per scrip.
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the Upstox export format, parses every row, and merges the data with reports from your client's other brokers — producing one consolidated STCG / LTCG / F&O statement ready for ITR filing.