How to access the Ledger Report (Desktop)?

To check and download reports from our web portal, follow these steps:


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



Step 2: Click on 'Ledger' under 'Reports.'



Step 3: To view & download segment-wise reports for Equities and Commodities up to 18/07/2025, please select your preferred segment.



For viewing reports from 19/07/2025 onwards, please select the "Trading" option under "Wallet" from the dropdown menu


Ledgerdesktop.jpg


Step 4: You can either download the report directly in PDF or Excel format by selecting the ‘Download’ option.



Step 5: Alternatively, you can receive the report on your registered email address by clicking on the email tab.



Note


  • The segment-wise ledgers for Securities and Commodities are only available up to the period 18/07/2025. For viewing reports from 19/07/2025 onwards, please select the "Trading" option under "Wallet" from the dropdown menu.


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