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: 

(Refer to account.upstox.com)


Step 1: Sign in to the portal account.upstox.com using your login credentials


Step 2: Click on ‘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 ‘Enable MTF’. This is an important step as only after selecting ‘Enable 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






Happy Trading,

Team Upstox.