We have updated the app to give you better experience

Please follow these steps for accessing your Position Report:

Click here to explore the updated app.

If you’re using the updated version of the Upstox app, read this. 

To get your Position report via Mobile app, 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.In Reports, select ‘ Profit and Loss report’.

 

5. Click on ’Unrealized ‘ for Position report.

   

6. Click on 'filters.'

 

7. Select the required segment ,date & financial year  (eg: 2020-2021) and click ‘Get Report.’

   

8. You can either download or get the report directly on your registered email address 

If you’re using an older version of the Upstox app, read this. 

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

2.Click Profile icon and select ‘Report & Corp Action’.

3.Click on 'Reports.'

4. Select ‘Profit & Loss.'

5.Select 'Unrealized'  for position report and click on 'Filters.'

 

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

 

7. Click 'Get Report'

  

8) You can either download or get the report directly on your registered email address.

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