To download your holdings report from Upstox, Please follow the steps below
Step 1: Login to Upstox using your credentials.
Step 2: Click on Reports.
Step 3: Now Click on Holdings Report from the dropdown.
Step 4: Click on Go
Step 5: Click on CSV under Export to download your Holdings Report
Step 6: Email this file with your PAN number, the broker name and unique number in the first line or subject of the email to firstname.lastname@example.org and cc email@example.com