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.

Accessing your report from the mobile app is now quicker and simpler than ever.

1. Tap the Wallet icon at the top-right corner of the app screen.

2. Go to the Reports section and select ‘Trade report’ to view it.