How to access and download margin reports?

What is a margin report? A margin report tells you how much margin is currently blocked from your overall available balance against any open positions. It contains important fields such as Mark-to-Market (MTM) margin, the total margin available, and any margin excess/ shortfall. After the billing is completed, you will get a margin report on your registered email ID. This is a compliance report in the format prescribed by SEBI.


To access and download your margin report:


Step 1: Login to the Upstox app using your 6-digit Pin or biometrics.


Step 2: Click on the 'Profile' tab under 'Account'.


Step 3: Click on 'My account'.


Step 4: Under ‘Reports’, select ‘Miscellaneous reports'.



Step 5: Click on Filters.



Step 6: Select the Segment, Report type , financial year, and From date.



Step 7: Click on ‘Report Type’ to select the ’MARGIN REPORT'.



Step 8: After this, click ‘Get report'


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