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

Step 1: Sign in to the portal 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.