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Products

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Demat Account Guide

  • Documents required for demat account
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Trading Account Guide

  • Documents required to open a trading account
  • Trading account opening procedure
  • Features and benefits of a trading account

Online Trading Guide

  • Benefits of online trading
  • Difference between online and offline trading
  • What is fundamental analysis and how to do it?

Intraday Trading Guide

  • What is Intraday Trading?
  • Difference between intraday and delivery trading
  • Intraday trading tips and tricks

Futures and Options Guide

  • What is futures trading?
  • Benefits of trading in futures

Mutual Funds Guide

  • Benefits of investing in mutual funds
  • What is NAV (Net Asset Value)?
  • What is ELSS and how to invest in ELSS?

Share Market Guide

  • Stock market guide for beginners
  • What is NSE and BSE?
  • Benefits of equity investment

IPO Guide

  • How to invest in an IPO?
  • What are the advantages of an IPO?
  • How does an IPO work?

NRI Trading Guide

  • Demat account for NRI
  • All About NRE, NRO, NRI Trading Accounts in India

Stock Broker Guide

  • Benefits of trading with discount brokers
  • Why discount broking is popular in India
  • Differences between traditional brokers and discount brokers

User Account

  • Check ledger in the Back Office
  • Download profit and loss statement
  • Different ways to transfer funds

Pro Web

  • Placing an order
  • Types of orders
  • Track market movement

Pro Mobile

  • Overview of watchlists
  • Adding scrips to watchlist
  • Track market movement

Mutual Funds

  • Investing in different types of mutual funds
  • Placing a mutual fund order
  • Funds to invest in via SIPs

Margins

  • How much margin does Upstox provide?
  • Using margin limits
  • MTM square off percentage

Account Opening

  • Opening an account using Aadhaar
  • Performing in-person verification
  • Account opening charges

Brokerage & Charges

  • Calculate brokerage for different segments
  • Mandatory statutory charges for different segments
  • Calculating GST

API

  • What is Upstox API?
  • What is AmiBroker AFL?
  • Enable and integrate the Market Data feed plugin into AmiBroker

NEST Desktop

  • Download and install NEST Trader
  • Index bar does not show up in NEST
  • Reset blocked NEST account

Trading Basics

  • What is zero brokerage trading?
  • Difference between investing and trading
  • Trading account vs. demat account

NRI

  • Types of accounts for NRIs
  • Products and segments offered to NRIs
  • Demat Account
  • Trading Account
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  • Learning Center

    • Demat Account Guide

      • Documents required for demat account
      • Demat account opening procedure
      • Difference between demat account and trading account

      Trading Account Guide

      • Documents required to open a trading account
      • Trading account opening procedure
      • Features and benefits of a trading account

      Online Trading Guide

      • Benefits of online trading
      • Difference between online and offline trading
      • What is fundamental analysis and how to do it?

      Intraday Trading Guide

      • What is Intraday Trading?
      • Difference between intraday and delivery trading
      • Intraday trading tips and tricks

      Futures and Options Guide

      • What is futures trading?
      • Benefits of trading in futures

      Mutual Funds Guide

      • Benefits of investing in mutual funds
      • What is NAV (Net Asset Value)?
      • What is ELSS and how to invest in ELSS?

      Share Market Guide

      • Stock market guide for beginners
      • What is NSE and BSE?
      • Benefits of equity investment

      IPO Guide

      • How to invest in an IPO?
      • What are the advantages of an IPO?
      • How does an IPO work?

      NRI Trading Guide

      • Demat account for NRI
      • All About NRE, NRO, NRI Trading Accounts in India

      Stock Broker Guide

      • Benefits of trading with discount brokers
      • Why discount broking is popular in India
      • Differences between traditional brokers and discount brokers
  • Help Center

    • User Account

      • Check ledger in the Back Office
      • Download profit and loss statement
      • Different ways to transfer funds

      Pro Web

      • Placing an order
      • Types of orders
      • Track market movement

      Pro Mobile

      • Overview of watchlists
      • Adding scrips to watchlist
      • Track market movement

      Mutual Funds

      • Investing in different types of mutual funds
      • Placing a mutual fund order
      • Funds to invest in via SIPs

      Margins

      • How much margin does Upstox provide?
      • Using margin limits
      • MTM square off percentage

      Account Opening

      • Opening an account using Aadhaar
      • Performing in-person verification
      • Account opening charges

      Brokerage & Charges

      • Calculate brokerage for different segments
      • Mandatory statutory charges for different segments
      • Calculating GST

      API

      • What is Upstox API?
      • What is AmiBroker AFL?
      • Enable and integrate the Market Data feed plugin into AmiBroker

      NEST Desktop

      • Download and install NEST Trader
      • Index bar does not show up in NEST
      • Reset blocked NEST account

      Trading Basics

      • What is zero brokerage trading?
      • Difference between investing and trading
      • Trading account vs. demat account

      NRI

      • Types of accounts for NRIs
      • Products and segments offered to NRIs
  • Services
      • Demat Account
      • Trading Account
      • Commodity Trading
      • Equity Trading
      • NRI Trading
  • Trading Glossary
  • Download Forms
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