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 Actions’.


3) Click on Reports.

 

4) Select ‘Ledger Report’.

   

5)  Select ‘Year’ (eg: 2020-2021) and ‘Segment’ using the drop-down option.

 

6) Click 'Go' to view your Ledger Report.

 

7.You can now view your Ledger.

 

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) 

 

7)You can now view your Ledger. 

 

8)You can export this file to an Excel & PDF format and store it for your reference.