Reports

Ledger Report 6

• What is a Ledger report and How can you access it?
• How do I read my ledger?
• How can I download or receive my ledger report via email?
• How to access the Ledger Report (Desktop)?
• Why is your expected profit less or not credited to the account?

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Profit and Loss Report 8

• What is the Profit and Loss (P&L) Report?
• How do I download the Profit and Loss report? (Mobile application)
• How do I download the Profit and Loss report? (Web Version)
• How do I download MTF Trades Tax Report?
• How to download the MTF tax report? (Web version)

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Income Tax Return (ITR) 7

• How do I access the consolidated tax report? (Mobile application)
• Essential reports for filing your Income Tax Return (ITR)
• How do I access the consolidated tax report? (Web version)
• How to do tax filing via Upstox & Quicko integration ?
• Understanding Tax Loss Harvesting

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Miscellaneous Reports 6

• Understanding the Contract Note
• What is a contract note?
• How can I access and download the contract note?
• What is a margin report?
• How to access and download margin reports?

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Trade and Bill Report 5

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

Holdings and Position Report 10

• What is a position report?
• How can I access the Position Report?
• How can I check my holdings?
• Why can't I view my holdings on my Upstox account?
• Where can I check holding statement for pledged shares?

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