If you use Upstox to invest in equity and MFs, you can refer to the following guide to import your trades. 

To import your trading data:

  • In the Filing tab, navigate to INCOMES > CAPITAL GAIN from the sidenav

  • Click on IMPORT INVESTMENT under Did You Invest in Stocks/MF's 

  • Under Import using Integrations > Select Upstox and click Continue

  • Enter your Upstox credentials to Login

  • Upload Tax P&L

  • Once it's successfully imported, this is how it would look like


Note: In case of business income (intraday & derivative trading), your Business & Profession section will also be pre-filled once you import your Zerodha account