Download Ledger from Upstox

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

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