Follow these steps to view your investments and orders on the Upstox Investor mode:

Steps to Access 'Your Investments'

Step 1: Log in to the Upstox app using your 6-digit PIN or biometrics.
Step 2: Tap on the 'Stocks' tab.

Step 3: Under the 'Portfolio' section, navigate to ‘Your Investments.’
What Does the 'Your Investments' Section Include?

This section consists of three tabs:

Portfolio Tab

  • Displays a list of stocks in which you currently have investments.
  • Users can sort the list by changing the display value via the dropdown menu on the screen. The list is sorted from high to low based on the selected value.

Open Orders Tab

  • Shows the latest orders that are still open.
  • Includes a ‘View All’ button, which redirects users to the Order List page.
  • The Order List page displays a comprehensive list of all orders, including those that have been processed today.
SIP Tab
  • Here you can see all your SIP orders which are canceled, open, or completed.
This feature allows users to efficiently track their investments and manage their orders with ease.