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

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

Step 3: Go to My Account and select Reports.

Step 4: In the Reports section, choose Trade Report.

Step 5: Tap Filters.

Step 6: Select the relevant Segment and Date Range as needed.

Predefined date ranges are also available for convenience.

Step 7: Tap Get Report.

Step 8: You can download the report or have it sent directly to your registered email address.

Note: For reports older than three financial years ago, choose the specific year from the date range, then tap Get Report.

Step 9: Choose the Financial Year.

Step 10: After selecting the Financial Year, you can download the report in either PDF or Excel format.