How to access Tax loss harvesting from web portal?

To access the ‘Tax loss harvesting’ report from our web portal, follow these steps:

 1. Login to account.upstox.com using your registered mobile number or scan the QR code.

 2. Select 'Reports'

 3. Click on ‘Tax loss harvesting’ under ‘Reports.'

4.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 understand the details.

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