Steps to Download Ledger from Upstox

Visit the Upstox Platform Use this link to log in. Log In Enter your user ID and password For first-time login, use your PAN in caps lock as the password

Navigate to Account Section Go to the Account tab Select Ledger Click on the Ledger option Apply Necessary Filters Choose the required filters such as date range, segment, etc. Click on the Go button

Select Contract Notes Choose “Contract Notes” from the “Type of Report” drop-down list Select the Exchange, Financial Year, Date, and Segment Click on the “Go” button Download Contract Note A list of Contract Notes will be displayed Click on the desired Contract Note to download the file

Export the Results The ledger details will be displayed Click on Export to download the ledger as an Excel sheet Sample Ledger Details Transaction Date: Date of each transaction Security Name: Names and codes of the traded securities Debit/Credit Amounts: Amounts debited or credited for each transaction Net Balance: Running balance after each transaction