You can access the Tax loss harvesting report by following these steps:

1. Login to the Upstox app using your 6-digit PIN or biometrics

2. Click on the' Profile' tab under 'Account'

3. Click on 'My account.'

4. Select 'Reports.'

5. Click on 'Tax loss harvesting'

 

6. Choose the provided options—overall, equity, and mutual funds—to gain a thorough understanding of gains and losses within their respective segments. This will help you understand your short term and long term tax-loss harvesting opportunities

 

To get further insights into the terms and abbreviations mentioned, click on the icon provided at the top right of the page.

 

Alternatively, you can explore the 'Read more' section to comprehend the details.

 

Following are the details which can be seen under the ‘Read more’ option.