Reports

Ledger Report 6

• What is a Ledger report and how do I access it?
• How do I read my ledger?
• How can I download or get my ledger report over email?
• How to access Ledger Report (Desktop)?
• Why is your expected profit less or not credited to the account?

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Profit and Loss Report 8

• What is the Profit and Loss Report?
• How do I download the Profit and Loss report? (Mobile application)
• How do I download the Profit and Loss report? (Web)
• How to download your MTF trades tax report?
• How to download the MTF tax report? (Web version)

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Income Tax Return (ITR) 7

• How do I access the consolidated tax report? (Mobile application)
• Which reports are required to submit my Income Tax Return(ITR)?
• How do I access the consolidated tax report? (Web)
• How to do tax filing via Upstox & Quicko integration ?
• What is tax-loss harvesting?

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Miscellaneous Reports 6

• How to understand the contract note?
• What is a contract note?
• How can I access and download the contract note?
• What is a margin report?
• How can I access and download my margin reports?

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Trade and Bill Report 5

• How can I check my trade reports?
• What is Bill Report?
• How can I access Bill Report?
• What are different segments mentioned in various reports?
• What is the Initial Margin and why is it required?

Holdings and Position Report 10

• What is position report?
• How can I access Position Report?
• How can I check my holdings?
• Why am I unable to view holdings from my Upstox account?
• Where can I checked holding statement for pledged shares?

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