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
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
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