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How to Download Trade Report from Upstox

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Steps to Download Bill Report

Step 1 : Login to keystone.upstox.com using your Upstox ID and PAN as password.
Step 2 : Click on the “Reports” dropdown.
Step 3 : Select “Trade Report”
Step 4 : Choose the year ‘1920’ if you want for FY 2019-2020 or ‘2021’ for FY 2020-2021.
Step 5 : Select start and end dates as April 1st and March 31st next year respectively.
Step 6 : Click on Export and choose “CSV” as the option.
– You can do this for multiple years according to your requirement
Step 8: Email this file with your PAN number, the broker name and unique number in the first line or subject of the email to upload@jama.co.in and cc help@jama.co.in