Your Ledger Report is the statement of all your transactions along with your billing details with Upstox. Transactions include Fund additions,Fund withdrawals, Bills, and Charges.

To access your ledger report, follow these steps:

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

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

Step 3: Click on 'My account.'

Step 4: Select 'Reports.'

Step 5. Click on 'Ledger report.'

Step 6: Click on the 'filters' drop down under the ledger to check your balance.

Step 7: To view & download segment-wise reports for Equities and Commodities up to 18/07/2025, please select your preferred segment.

For reports from 19/07/2025 onwards, please select the "Trading" option under "Wallet" from the dropdown menu.

Predefined date ranges are also available for convenience.

To Check or download the MTF ledger, Click on 'Include MTF.'

In your ledger, there are now three options to check reports.

Step 8: All: Check out all the transactions done in your account including debits and credits.

Step 9: Debit: See only those transactions where the amount is deducted from your account like withdrawals, quarterly settlements, and trade transactions.

Step 10: Credit: Check those transactions where the amount is added to your account like fund transfers and order details.

Step 11: To export your file as an Excel or PDF, click on the 'Download' button.

You can get the required report in PDF and excel format on your registered email address by selecting the ‘email’ option.

Your Ledger Report gives you a complete and easy-to-understand record of all additions and deductions to your account.If you notice any deductions or a negative balance and would like to understand the possible reasons, please refer to this article

Note

• The segment-wise ledgers for Securities and Commodities are only available up to the period 18/07/2025. For viewing reports from 19/07/2025 onwards, please select the "Trading" option under "Wallet" from the dropdown menu.

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