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Reports - Upstox Help Center
Help
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?