Import Trades from Upstox
Print
Created by: Shrutika Shah
Modified on: Thu, 7 Apr, 2022 at 5:33 PM
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
For Filing, upload FY 2021-22
For Planning, upload FY 2022-23
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
Shrutika is the author of this solution article.
Did you find it helpful?
Yes
No
Send feedback Sorry we couldn't be helpful. Help us improve this article with your feedback.