upstox-python

upstox_client.TradeProfitAndLossApi

All URIs are relative to https://api-v2.upstox.com

Method	HTTP request	Description
get_profit_and_loss_charges	GET /trade/profit-loss/charges	Get profit and loss on trades
get_trade_wise_profit_and_loss_data	GET /trade/profit-loss/data	Get Trade-wise Profit and Loss Report Data
get_trade_wise_profit_and_loss_meta_data	GET /trade/profit-loss/metadata	Get profit and loss meta data on trades

get_profit_and_loss_charges

GetProfitAndLossChargesResponse get_profit_and_loss_charges(segment, financial_year, api_version, from_date=from_date, to_date=to_date)

Get profit and loss on trades

This API gives the charges incurred by users for their trades

Example

from __future__ import print_function
import time
import upstox_client
from upstox_client.rest import ApiException
from pprint import pprint

# Configure OAuth2 access token for authorization: OAUTH2
configuration = upstox_client.Configuration()
configuration.access_token = 'YOUR_ACCESS_TOKEN'

# create an instance of the API class
api_instance = upstox_client.TradeProfitAndLossApi(upstox_client.ApiClient(configuration))
segment = 'segment_example' # str | Segment for which data is requested can be from the following options EQ - Equity,   FO - Futures and Options,   COM  - Commodity,   CD - Currency Derivatives
financial_year = 'financial_year_example' # str | Financial year for which data has been requested. Concatenation of last 2 digits of from year and to year Sample:for 2021-2022, financial_year will be 2122
api_version = 'api_version_example' # str | API Version Header
from_date = 'from_date_example' # str | Date from which data needs to be fetched. from_date and to_date should fall under the same financial year as mentioned in financial_year attribute. Date in dd-mm-yyyy format (optional)
to_date = 'to_date_example' # str | Date till which data needs to be fetched. from_date and to_date should fall under the same financial year as mentioned in financial_year attribute. Date in dd-mm-yyyy format (optional)

try:
    # Get profit and loss on trades
    api_response = api_instance.get_profit_and_loss_charges(segment, financial_year, api_version, from_date=from_date, to_date=to_date)
    pprint(api_response)
except ApiException as e:
    print("Exception when calling TradeProfitAndLossApi->get_profit_and_loss_charges: %s\n" % e)

Parameters

Name	Type	Description	Notes
segment	str	Segment for which data is requested can be from the following options EQ - Equity, FO - Futures and Options, COM - Commodity, CD - Currency Derivatives
financial_year	str	Financial year for which data has been requested. Concatenation of last 2 digits of from year and to year Sample:for 2021-2022, financial_year will be 2122
api_version	str	API Version Header
from_date	str	Date from which data needs to be fetched. from_date and to_date should fall under the same financial year as mentioned in financial_year attribute. Date in dd-mm-yyyy format	[optional]
to_date	str	Date till which data needs to be fetched. from_date and to_date should fall under the same financial year as mentioned in financial_year attribute. Date in dd-mm-yyyy format	[optional]

Return type

GetProfitAndLossChargesResponse

Authorization

OAUTH2

HTTP request headers

Content-Type: Not defined
Accept: application/json, /

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get_trade_wise_profit_and_loss_data

GetTradeWiseProfitAndLossDataResponse get_trade_wise_profit_and_loss_data(segment, financial_year, page_number, page_size, api_version, from_date=from_date, to_date=to_date)

Get Trade-wise Profit and Loss Report Data

This API gives the data of the realised Profit and Loss report requested by a user

Example

from __future__ import print_function
import time
import upstox_client
from upstox_client.rest import ApiException
from pprint import pprint

# Configure OAuth2 access token for authorization: OAUTH2
configuration = upstox_client.Configuration()
configuration.access_token = 'YOUR_ACCESS_TOKEN'

# create an instance of the API class
api_instance = upstox_client.TradeProfitAndLossApi(upstox_client.ApiClient(configuration))
segment = 'segment_example' # str | Segment for which data is requested can be from the following options EQ - Equity,   FO - Futures and Options,   COM  - Commodity,   CD - Currency Derivatives
financial_year = 'financial_year_example' # str | Financial year for which data has been requested. Concatenation of last 2 digits of from year and to year Sample:for 2021-2022, financial_year will be 2122
page_number = 56 # int | Page Number, the pages are starting from 1
page_size = 56 # int | Page size for pagination. The maximum page size value is obtained from P and L report metadata API.
api_version = 'api_version_example' # str | API Version Header
from_date = 'from_date_example' # str | Date from which data needs to be fetched. from_date and to_date should fall under the same financial year as mentioned in financial_year attribute. Date in dd-mm-yyyy format (optional)
to_date = 'to_date_example' # str | Date till which data needs to be fetched. from_date and to_date should fall under the same financial year as mentioned in financial_year attribute. Date in dd-mm-yyyy format (optional)

try:
    # Get Trade-wise Profit and Loss Report Data
    api_response = api_instance.get_trade_wise_profit_and_loss_data(segment, financial_year, page_number, page_size, api_version, from_date=from_date, to_date=to_date)
    pprint(api_response)
except ApiException as e:
    print("Exception when calling TradeProfitAndLossApi->get_trade_wise_profit_and_loss_data: %s\n" % e)

Parameters

Name	Type	Description	Notes
segment	str	Segment for which data is requested can be from the following options EQ - Equity, FO - Futures and Options, COM - Commodity, CD - Currency Derivatives
financial_year	str	Financial year for which data has been requested. Concatenation of last 2 digits of from year and to year Sample:for 2021-2022, financial_year will be 2122
page_number	int	Page Number, the pages are starting from 1
page_size	int	Page size for pagination. The maximum page size value is obtained from P and L report metadata API.
api_version	str	API Version Header
from_date	str	Date from which data needs to be fetched. from_date and to_date should fall under the same financial year as mentioned in financial_year attribute. Date in dd-mm-yyyy format	[optional]
to_date	str	Date till which data needs to be fetched. from_date and to_date should fall under the same financial year as mentioned in financial_year attribute. Date in dd-mm-yyyy format	[optional]

Return type

GetTradeWiseProfitAndLossDataResponse

Authorization

OAUTH2

HTTP request headers

Content-Type: Not defined
Accept: application/json, /

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get_trade_wise_profit_and_loss_meta_data

GetTradeWiseProfitAndLossMetaDataResponse get_trade_wise_profit_and_loss_meta_data(segment, financial_year, api_version, from_date=from_date, to_date=to_date)

Get profit and loss meta data on trades

This API gives the data of the realised Profit and Loss report requested by a user

Example

from __future__ import print_function
import time
import upstox_client
from upstox_client.rest import ApiException
from pprint import pprint

# Configure OAuth2 access token for authorization: OAUTH2
configuration = upstox_client.Configuration()
configuration.access_token = 'YOUR_ACCESS_TOKEN'

# create an instance of the API class
api_instance = upstox_client.TradeProfitAndLossApi(upstox_client.ApiClient(configuration))
segment = 'segment_example' # str | Segment for which data is requested can be from the following options EQ - Equity,   FO - Futures and Options,   COM  - Commodity,   CD - Currency Derivatives
financial_year = 'financial_year_example' # str | Financial year for which data has been requested. Concatenation of last 2 digits of from year and to year Sample:for 2021-2022, financial_year will be 2122
api_version = 'api_version_example' # str | API Version Header
from_date = 'from_date_example' # str | Date from which data needs to be fetched. from_date and to_date should fall under the same financial year as mentioned in financial_year attribute. Date in dd-mm-yyyy format (optional)
to_date = 'to_date_example' # str | Date till which data needs to be fetched. from_date and to_date should fall under the same financial year as mentioned in financial_year attribute. Date in dd-mm-yyyy format (optional)

try:
    # Get profit and loss meta data on trades
    api_response = api_instance.get_trade_wise_profit_and_loss_meta_data(segment, financial_year, api_version, from_date=from_date, to_date=to_date)
    pprint(api_response)
except ApiException as e:
    print("Exception when calling TradeProfitAndLossApi->get_trade_wise_profit_and_loss_meta_data: %s\n" % e)

Parameters

Name	Type	Description	Notes
segment	str	Segment for which data is requested can be from the following options EQ - Equity, FO - Futures and Options, COM - Commodity, CD - Currency Derivatives
financial_year	str	Financial year for which data has been requested. Concatenation of last 2 digits of from year and to year Sample:for 2021-2022, financial_year will be 2122
api_version	str	API Version Header
from_date	str	Date from which data needs to be fetched. from_date and to_date should fall under the same financial year as mentioned in financial_year attribute. Date in dd-mm-yyyy format	[optional]
to_date	str	Date till which data needs to be fetched. from_date and to_date should fall under the same financial year as mentioned in financial_year attribute. Date in dd-mm-yyyy format	[optional]

Return type

GetTradeWiseProfitAndLossMetaDataResponse

Authorization

OAUTH2

HTTP request headers

Content-Type: Not defined
Accept: application/json, /

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