We have updated the app to give you better experience 

If you’re using an older version of the Upstox app, read this. 

1) Log in with your Upstox User ID and password. 

 

                                                                       

2) Click ‘Profile’ and select ‘Report & Corp Action’.

 

3) Click on Reports.

 

4)Select ‘Holding  Report’.

 

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.

 

 

 Click here to explore the updated app.

If you’re using the updated version of the Upstox app, read this


In order to get your Holding  report via Mobile app, you can follow the steps below:

1)Login to the Upstox app using your 6-digit Pin or Biometrics

 

2) Click on the Account tab.


3) Click on ‘Account’ and select ‘Reports’.

 

4) In ‘Reports’, select ‘Holdings’.

 


5)In ‘Holdings’, click ‘Filters’  and select  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.