To get your historical trades from Upstox, you can download year-wise trade reports from your online Upstox login.


Follow the steps below to request your Upstox trade report for each financial year:

  1. Login to the Upstox online reporting portal at https://account.upstox.com/reports/trade
     


  2. Once you have logged in, you will now be able to download your trade reports year-wise.

    Select the Financial Year and keep the other options unchanged.



  3. Next, click the Download icon and select the option Download XLS.

    This report will be downloaded for the selected financial year.



  4. Repeat Steps 2 and 3 for every financial year of data that you wish to download.


  5. Once you have downloaded the year-wise reports, come back to MProfit.

    Import your trade report files using the template: Upstox - Trade Report (EQ)