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 & Corporate Actions'

 

Step 3: Select ‘Profit and Loss’

  

Step 4: Click on the ‘Realised’ tab.

 

Step 5: Select Segment, 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.

 

Related articles

How do I download the Profit and Loss report? (Mobile application)

How do I download the Profit and Loss report? (Web)  





Happy Trading,

Team Upstox.