Reports

Ledger Report 6

• What is Ledger report and how do I access it?
• How do I read my ledger?
• How can I download or get my ledger report over email?
• How to access Ledger Report (Desktop) ?
• Why is the credited amount in my ledger less or different from the amount that I bought/ sold?

See all 6 articles

Profit and Loss Report 5

• What is the Profit and Loss Report?
• How do I download the Profit and Loss report? (Mobile application)
• How do I download the Profit and Loss report? (Web)
• How to download your MTF trades tax report?
• How to download the MTF tax report? (Web version)

Income Tax Return (ITR) 4

• How do I access the consolidated tax report? (Mobile application)
• How can I file reports required to file Income Tax Return (ITR)?
• How do I access the consolidated tax report? (Web)
• How to do tax filing via Upstox & Quicko integration ?

Miscellaneous Reports 6

• How to understand the contract note?
• What is a contract note?
• How can I access and download the contract note?
• What is a margin report?
• How can I access and download my margin reports?

See all 6 articles

Trade and Bill Report 5

• How can I check my trade reports?
• What is Bill Report?
• How can I access Bill Report?
• What are different segments mentioned in various reports?
• What is the Initial Margin and why is it required?

Holdings and Position Report 6

• What is position report?
• How can I access Position Report?
• How can I check my holdings ?
• Why am I unable to view holdings from my Upstox account?
• Why am I unable to see my YES Bank holdings?

See all 6 articles

Virtual credit 1

• What is brokerage credit? How can you check brokerage credit?

Brokerage and Charges 9

• What are the brokerage charges on Upstox ?
• What are the Depository Participant transaction charges or DP charges?
• How to check and calculate brokerage charges and taxes?
• Will I be charged Income Tax on my holdings?
• How does GST affect me?

See all 9 articles

Taxes and charges 1

• How are the charges calculated?