We have updated the app to give you better experience


Please follow these steps for accessing your Position Report:

 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 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.

 

6) Click 'Get Report'

 

 7) To export your file as an Excel or PDF click on the 'Download' button.

 

 



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 Account tab.

 


3) Click on ‘Account’ and select ‘Reports

 

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) To export your file as an Excel or PDF click on the 'Download' button.