We have updated the app to give you better experience

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 Report’.


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


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


 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.

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 ‘Trade report’


5) Click on filters


6)Select the required segment & financial year. (eg: 2020-2021) and click on Get Report

7) You can also export this file to Excel & PDF.