A margin report tells you how much margin is currently blocked from your overall available balance - against any open positions. It contains important fields such as Mark-to-Market (MTM) margin, the total margin available, and any margin excess/ shortfall. After the billing is completed, you will get a margin report on your registered email ID. This is a compliance report in the format prescribed by SEBI.
To access and download your margin report follow these steps :
Log in to https://keystone.upstox.com
After logging in, click on ‘Reports’ and select ‘Miscellaneous Reports’
Select the Year, Start Date, End Date, and file type as 'Margin Report'.