{"id":1749,"date":"2022-10-19T15:27:03","date_gmt":"2022-10-19T09:57:03","guid":{"rendered":"http:\/\/jamawealth.com\/blog\/?page_id=1749"},"modified":"2022-10-19T15:27:03","modified_gmt":"2022-10-19T09:57:03","slug":"how-to-download-trade-report-from-upstox","status":"publish","type":"page","link":"https:\/\/maxiomwealth.com\/blog\/how-to-download-trade-report-from-upstox\/","title":{"rendered":"How to Download Trade Report from Upstox"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">Steps to Download Bill Report<\/h3>\n\n\n\n<p>Step 1 : Login to&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/bo.upstox.com\/\" target=\"_blank\">keystone.upstox<\/a><a rel=\"noreferrer noopener\" href=\"https:\/\/login.upstox.com\/?client_id=KEY-1Ni3R1aKSA5AIrBvCICAhpEf&amp;redirect_uri=https:\/\/keystone.upstox.com\" target=\"_blank\">.com<\/a>&nbsp;using your Upstox ID and PAN as password.<br>Step 2 : Click on the \u201cReports\u201d dropdown.<br>Step 3 : Select \u201cTrade Report\u201d<br>Step 4 : Choose the year \u20181920\u2019 if you want for FY 2019-2020 or \u20182021\u2019 for FY 2020-2021.<br>Step 5 : Select start and end dates as April 1st and March 31st next year respectively.<br>Step 6 : Click on Export and choose \u201cCSV\u201d as the option.<br>\u2013 You can do this for multiple years according to your requirement<br>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&nbsp;<a rel=\"noreferrer noopener\" target=\"_blank\" href=\"mailto:upload@jama.co.in\">upload@jama.co.in<\/a>&nbsp;and cc&nbsp;<a rel=\"noreferrer noopener\" target=\"_blank\" href=\"mailto:help@jama.co.in\">help@jama.co.in<\/a><\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"nv-iframe-embed\"><iframe loading=\"lazy\" title=\"How to Download Trade Report - Upstox\" src=\"https:\/\/player.vimeo.com\/video\/542004448?h=808f292f03&amp;dnt=1&amp;app_id=122963\" width=\"1200\" height=\"675\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Steps to Download Bill Report Step 1 : Login to&nbsp;keystone.upstox.com&nbsp;using your Upstox ID and PAN as password.Step 2 : Click on the \u201cReports\u201d dropdown.Step 3 : Select \u201cTrade Report\u201dStep 4 : Choose the year \u20181920\u2019 if you want for FY 2019-2020 or \u20182021\u2019 for FY 2020-2021.Step 5 : Select start and end dates as April&hellip;&nbsp;<a href=\"https:\/\/maxiomwealth.com\/blog\/how-to-download-trade-report-from-upstox\/\" class=\"\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">How to Download Trade Report from Upstox<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"tags":[],"class_list":["post-1749","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/1749","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/comments?post=1749"}],"version-history":[{"count":0,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/1749\/revisions"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/media?parent=1749"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/tags?post=1749"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}