What is a margin report?

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 :

1.Login to the Upstox app using your 6-digit Pin or biometrics.

2.Click on the 'Profile' tab under 'Account.' 

3.Click on 'My account.' 

4.Under ‘Reports’, select ‘Miscellaneous reports.'

 

5.Click on Filters.

   

6.Select the Segment, Report type , Financial year, and From date..

   

7.Click on ‘Report Type’ to select the ’MARGIN REPORT.'

 

8) After this, click ‘Get report.'