You can check the shares available in your account as per the required date and also can download the report for your reference. Here are the details.
- If you’re using the updated version of the Upstox app, read this.
- If you’re using an older version of the Upstox app, read this.
We have updated the app to give you better experience
Click here to explore the updated app.
If you’re using the updated version of the Upstox app, read this.
1.In order to get your Holding report via the Mobile app, you can follow the steps below:
2.Once you log in to your Mob app select the ‘Account' tab.
3.Click on the Profile tab under 'Account.'
4.Select Reports under 'My account.'
5.In ‘Reports’, select ‘Holdings report.’
6.In ‘Holdings’, click ‘Filters’ and select the required date to generate the holding report. Click on 'Get Report.'
7.To export your file as an Excel or PDF click on the 'Download' button.
If you’re using an older version of the Upstox app, read this.
1.Login to the Upstox app using your 6-digit Pin or biometrics
2.Click Profile icon and select ‘Report & Corp Action.'
3.Click on 'Reports.'
4.Select ‘Holding.'
5.Click on 'Filters' if you want to check as per required date.
6.Select the required date to check holding as per required date and click on 'Get Report.'
7.To export your file as an Excel or PDF click on the 'Download' button.
