You can check the shares available in your account as per the required date and also can download the report for your reference. Here are the details.

In order to get your Holding report via the Mobile app, you can follow the steps below:

Step 1: Log in to the Upstox app using your 6-digit PIN or biometrics.

Step 2: Tap the Upstox icon located at the top-left corner of the app screen.

Step 3: Select Reports under 'My account.' In ‘Reports’, select ‘Holdings report.’

Step 4: In ‘Holdings’, click ‘Filters’ and select the required date to generate the holding report. Click on 'Get Report.'

Step 5: To export your file as an Excel or PDF, click the 'Download' button.