- Margin Trading Facility is a way to buy Stocks with just 50% funds. And you can borrow the remaining funds from Upstox for a small charge of Rs. 20/day and brokerage charges of up to ₹20/order.
To download the MTF tax report via web portal, follow the below steps:
Step 1: Login to account.upstox.com using your registered mobile number or scan the QR code.
Step 2: Select 'Reports'.
Step 3: Select ‘Profit and Loss’
Step 4: Click on the ‘Realized’ tab
Step 5: Select - Segment, Financial year, and Date Range
Step 6: Click on ‘Include MTF’. This is an important step as only after selecting ‘Include MTF’, the required report will be generated.
Step 7: Click on ‘Get report’
Step 8: You will see the MTF profit and loss report for the selected period
Step 9: You can download the report in PDF and excel format