Upstox for Investors

General FAQ's 3

• What is the difference between Upstox & Upstox Pro?
• How can I switch between Upstox and Upstox Pro?
• Why should one place Limit orders on ETFs?

Portfolio 4

• How is my Portfolio Graph Calculated?
• What are today's highlights?
• How do I change the display value shown for stocks in my portfolio?
• How do I see my stock investments?

Investing 3

• Investing through Upstox for investors?
• What are Key Indicators?
• What is Analyst Rating, Investment Checklist, Uprank?

Orders 12

• How do I see my orders?
• How do I modify or cancel my order?
• Why did my order get rejected?
• Why is my order still pending?
• How can I search for stocks on Upstox?

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Reports 2

• How do I Download the profit and Loss tax report?
• How do I read my ledger?

Discover 5

• How can I follow stocks, lists and themes?
• What are Smallcases? How can I invest in smallcases via Upstox?
• How to get stock ideas through news?
• What are lists and themes? How can I benefit from them?
• How frequently are the lists and themes refreshed?

Stock SIP 14

• How do I set up a Stock SIP?
• How many Stock SIPs can I set up?
• When will my Stock SIP be executed?
• What are the available schedules for Stock SIPs?
• Which stocks are eligible for Stock SIPs?

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Home 21

• How can I track my Bank accounts via Upstox?
• Is it safe to track my Bank accounts via Upstox?
• I could not find my Bank account on Upstox?
• How to refresh Bank accounts on Upstox?
• How to remove a bank account linked with Upstox for tracking bank account balances?

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Your Wealth Score 5

• Understanding ASM & GSM Lists by SEBI
• Health Insurance- benefits, myths & more
• Life Insurance: Real life superhero
• A Simplified Guide to Home Loan
• Understanding the Methodology Behind Our Asset Allocation Suggestions