Please follow the below steps for accessing the Position Report.

1) Log in to using your Upstox User ID and Password. 



2) Click on ‘Reports’ and select ‘Position Report’ 



3) Select ‘Year’ (eg: 2020-2021) and the required ‘Segment’ using the drop-down option.


4) You can export this report in excel, CSV, pdf or you can print too.