How can I access the Position Report?

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 ’Unrealised‘ for the Position report.

6. Click on 'filters.'

7. Select the required segment ,date & click ‘Get Reports.’

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

Note:To get MTF reports,Click on 'Is MTF' and select Include MTF'. Click 'Get Reports.'

Still stuck?