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Download Ledger from Upstox

by | Jun 26, 2024 | Income Tax | 0 comments

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Important keyword: F&O Trading, P&L Statement, Trading Income.

Download Ledger from Upstox

It allows you to download your Tradebook or Ledger from their trading portal. A Tradebook or Ledger contains all the transactions made in the stock market from a trading account, covering all segments such as Equity, Futures, Options, and more. Essentially, a trading ledger is the same as a Tradebook. These ledgers are also used to prepare a Profit & Loss statement, which is crucial for calculating income tax on trading activities for a particular financial year.

Steps to download the Ledger from Upstox

  1. Visit Up Stox platform
    Use this link to login

    Login to upstoxs
  2. Log in with your user id and your password
    Your password will be your PAN in caps lock if you are logging in for the first time.

  3. Go to Account
    Select Ledger

    upstoxs account ledger
  4. Select the necessary filters
    Click on Go
  5. Result will appear
    Click on Export in Excel sheet

    upstoxs ledger

Read More: Download Contract Note for Angel Broking Traders

Web Stories: Download Contract Note for Angel Broking Traders

Official Income Tax Return filing website: https://incometaxindia.gov.in/

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