How can I check my trade reports?

1. Log in to the Upstox app using your 6-digit PIN or biometric authentication.

2. Tap on the Profile tab under the Account section.

3. Go to My Account and select Reports.

4. In the Reports section, choose Trade Report.

5. Tap Filters.

6. Select the relevant Segment and Date Range as needed.

Predefined date ranges are also available for convenience.

7. Tap Get Report.

8. You can download the report or have it sent directly to your registered email address.

Note: For reports from more than three financial years ago, choose the specific year from the date range, then tap Get Report.

9. Choose the Financial Year.

10. After selecting the Financial Year, you can download the report in either PDF or Excel format.