Three financial years of answers, sitting in your Upstox account
Every Upstox trader has the same two numbers memorised — today's P&L and the month's. The questions that actually change results live deeper: what's your average loss on expiry-day trades, how often does your second trade after a stop-out lose, and what did oversizing cost you last quarter? PnL Book answers those from your own history — and with Upstox it can pull up to 3 financial years of that history automatically over the API.
Prefer files? The trade report CSV uploads as-is. In a hurry? AI reads a screenshot of your Upstox P&L screen. Every route ends in the same review queue — nothing is saved until you've looked at it.
Three ways to get your Upstox trades in
Trade report CSV. The standard export from Upstox's web reports — upload it as-is.
- Log in at login.upstox.com and open Reports → Trade report.
- Download the CSV, then in PnL Book go to Import → Upstox trade report — CSV and upload it.
- Review the parsed rows and commit — FIFO pairing turns fills into round-trip trades, duplicates are skipped.
AI screenshot import. A screenshot of your Upstox P&L or orders screen becomes journal entries in seconds.
- Take a screenshot of your P&L, positions or orders screen — keep the full table visible, portrait orientation, no popups over the numbers.
- In PnL Book, choose Import → Screenshot — any broker and upload up to 5 images (PNG/JPG). AI reads the symbols, fills and timestamps.
- Every parsed row lands in a review queue first — fields the AI wasn't sure about are highlighted, duplicates are flagged. Nothing is saved until you commit.
Upstox API sync. Connect once and trades import automatically — with up to 3 financial years of history backfilled.
- In PnL Book, open Settings → Broker connections and choose Upstox.
- Approve access on Upstox's official login page — PnL Book never sees your password.
- New trades sync automatically, and the connection backfills up to 3 financial years of past trades on its own.
What the backfill is actually for
Three years of trades is a sample size, and a sample size is where honest answers come from. Tag your mistakes — revenge trade, oversized, moved stop — and PnL Book totals the ₹ cost of each habit across all of it, so discipline stops being a mood and becomes a number you can watch fall. Start with Price Your Mistakes, then see why win rate is a vanity metric once your history is in.
Frequently asked questions
How much Upstox history can PnL Book backfill?
Connecting Upstox in Settings backfills up to 3 financial years of trades over Upstox's official API — no CSVs to dig up. Anything older can still come in via trade report CSV uploads.
Where is the trade report in Upstox?
Log in at login.upstox.com and open Reports → Trade report, then download the CSV. Upload it unchanged in PnL Book's import wizard.
Is connecting my Upstox account safe?
Yes. You approve access on Upstox's own login page over their official API — PnL Book never sees or stores your password, and you can disconnect from Settings at any time.
Does PnL Book handle Upstox F&O trades?
Yes. Equity and F&O both parse, and fills are paired FIFO into round-trip trades so your stats measure decisions, not raw executions.
Will PnL Book give me tips or signals for Upstox?
No. PnL Book only analyzes your own past trades — it prices your mistakes and surfaces your patterns. No advice, no tips, no signals, and no affiliation with Upstox.