We have updated the app to give you better experience


Note: Now you can also get the report on your registered email address by clicking the email icon

 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 Actions’.


3) Click on Reports and select ledger report 

  

  

4)  Click on Filters drop down.

    

5)  Select the required segment, financial year(eg: 2020-2021) & date. Click on 'Get Report'

   

You can either download or get the report directly on your registered email address  

  

 To  download the report in PDF or Excel format, select the ‘Download’ option

  

   

Click on email icon to receive the report on registered email address

 

 

Also, keep in mind: The ‘Narration’ column will show you the reason for why your balance is negative  (Credit balance, which is negative while calculating the closing balance).



 Click here to explore the updated app

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


To check your Ledger in the mobile app, follow these steps:

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

 

2) Click on the name icon on your top left corner.

  

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

 

4) In Reports, select ‘Ledger Report ’.

 

5) Click on filters 

 

6) Select the required segment ,date & financial year.  (eg: 2020-2021) .Click on 'Get Report'

 

 You can either download or get the report directly on your registered email address  

  

 To  download the report in PDF or Excel format, select the ‘Download’ option

   

  

Click on the email tab to receive the report on the registered email address