How can I access the Position Report?

To get your Position report via Mobile app, follow these steps:


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: In Reports, select ‘Profit and Loss report'.


Step 5: Click on ’Unrealised‘ for Position report.


Step 6: Click on 'filters.'


Step 7: Select the required segment ,date & click ‘Get Reports'.


Step 8: You can either download or get the report directly on your registered email address

Note:To get MTF reports,Click on 'Is MTF' and select Include MTF'. Click 'Get Reports.'


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