We have updated the app to give you a better experience
- If you’re using an older version of the Upstox app, read this.
- If you’re using the updated version of the Upstox app, read this.
Here’s how you see/ download your ledger report on the mobile app:
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 ‘Trade ’.
5) Click on the filters drop down option
6)Select the required segment & financial year. (eg: 2020-2021) and click on Get Report
7) To export your file as an Excel or PDF click on the 'Download' button.
8)To receive on the email select the email tab.
Click here to explore the updated app.
If you’re using the updated version of the Upstox app, read this.
Here’s how you can check your trade details in the mobile app.
)Login to the Upstox app using your 6-digit Pin or Biometrics
2 Click on the account tab.
3 Click ‘ My account’ and select ‘Reports’.
4) In Reports, select ‘Trade report’
5) Click on filters
6)Select the required segment & financial year. (eg: 2020-2021) and click on Get Report
7) To export your file as an Excel or PDF click on the 'Download' button.
8)To receive on the email select the email tab.
