Upstox portfolio tracker

Your Upstox holdings in rupees with the return, the dividends and capital gains under your own rules.

Connect Upstox read only, or upload your transaction history. You get the return between any two dates, the dividends you were paid and the ones coming, and a capital gains report for your country.

IN Est. 2009 SEBI NSE BSE

Create a free account Open the live demo

Free plan, no card One portfolio and 10 stock holdings free Bonds, options and custom assets do not count

A portfolio dashboard with the as of date control, balances, total return and IRR

The broker

What Upstox does well

What people like about Upstox, and why they stay.

Free equity delivery trades with flat INR 20 for intraday and F&O.

Upstox Pro trading platform with charting and TradingView integration.

Direct mutual fund investing via Upstox MF.

API access for algorithmic trading.

The gap

What your broker leaves to you

Your broker is built for trading. The return, the tax figure and the view across accounts are what you get here.

The Upstox account reports Indian holdings, not the tax result and return across your full portfolio.

Choose any start and end date. The dashboard recalculates capital gain, IRR and dividend yield for that period.

Upstox keeps Individual and Demat with Stocks and Bonds among 7 asset types in INR. Holdings at another broker are outside that total.

Add the other accounts. The combined view totals them while keeping each account separate.

Upstox's Individual and Demat can hold Stocks and Bonds. The account view does not place future distributions on a calendar.

Import the dividend history. The calendar places upcoming payments on their pay dates.

What you get

What AllInvestView does with your Upstox data

200,000+

Stocks, funds, bonds and crypto priced daily

80+

Exchanges, so your local listing is the one you see

Countries with capital gains rules built in

See your return between two dates

Upstox users often combine long-term Indian investments with shorter options or futures trades.

Set a start and end date. The screen shows capital gain, IRR and dividend yield for that period.

See period performance

Portfolio return calculated between two selected dates — The return, capital gain and dividend yield for one selected period.

See option positions with Greeks and expiries

An Upstox options book can carry several strikes and expiries around one underlying share.

The options dashboard totals profit and loss, premium, theta and delta. It also places open expiries on a timeline.

Open the options dashboard

Options dashboard with profit and loss, Greeks and expiries — Open contracts, premium, theta, delta and expiries in one view.

See how each sale changes your tax

Upstox investors apply Indian tax rules across delivery and trading activity.

Choose FIFO, LIFO, HIFO or average cost. The report shows realized gains, unrealized gains, dividends and estimated tax.

Open the tax report

Tax report with cost basis, gains, dividends and estimated tax — Tax lots, gains, dividends and estimated tax in one report.

What Upstox gives you, and what is added here

Area	Upstox	With AllInvestView
Performance Analytics	The broker tools include basic P&L overview per position.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The broker tools include basic capital gains statement.	The tax report supports FIFO, LIFO, HIFO and average cost.
Dividend Tracking	Dividend entries stay in the account history.	The dividend view shows the calendar, income and yield on cost.
Multi-Broker View	The account view covers holdings kept with this broker.	Accounts from several brokers can be viewed together.
Risk Analytics	The account report focuses on positions and account activity.	The risk view shows ratios, value at risk and simulations.
Sector Analysis	The broker tools include basic sector tags per stock.	The allocation view groups holdings by sector.
AI Analysis	The account tools focus on brokerage activity.	The assistant can read and explain the portfolio.

Where you file

For investors in the Indian market

NSE and BSE holdings in rupees, next to anything you hold abroad.

Rupees as your base currency

NSE and BSE listings priced daily

Your own capital gains rules, with rates and holding periods you set

Dividend income tracked with tax deducted at source

Getting started

Getting your Upstox history in

Export from Upstox

Open Portfolio > Download in Upstox. Export the holdings and trade history, then upload the file to AllInvestView.

Upload it

The importer reads the column layout on its own, identifies the securities and shows you every row before anything is saved.

Read your portfolio

Prices update daily, and dividends, corporate actions and splits are applied to the history you just brought in. Nothing else to keep up to date by hand.

Create a free accountNo card. One portfolio and 10 stock holdings.

About Upstox

IN • Est. 2009 • Regulated by SEBI, NSE, BSE

Asset types StocksETFsMutual FundsOptionsFuturesIPOsBonds

Account types IndividualDemat

Currencies INR

Fees Flat INR 20 per trade for intraday and F&O; delivery trades are free. No AMC charges.

Suits Indian retail investors using Upstox • Cost-conscious traders using Upstox • F&O traders using Upstox • Mutual fund investors using Upstox

More than one account

Upstox and everywhere else you hold something

Most people end up with two or three accounts. Bring them all in and they add up to one portfolio, with one return and one tax report.

Questions

Upstox and AllInvestView, answered

Can I automatically sync my Upstox account with AllInvestView?

The read-only connection is direct, not an aggregator. It imports positions and trades but cannot place orders or move money.

Does AllInvestView handle Indian stocks and mutual funds from Upstox?

Imported fund and fractional transactions stay with their purchase dates and quantities. They feed return, allocation and tax lots.

Is the Upstox connection read only, and is it an aggregator?

The connection to Upstox is read only. It can see positions and transactions, and it can never place an order or move money. It is a direct broker connection, not a service that logs in with your password on your behalf. Broker sync is part of the paid plans. On the free plan you import a file instead.

Does it show my options with Greeks?

Yes. Every open contract is listed with delta, gamma, theta, vega and rho, next to the price of its underlying, with the premium collected and the days left to expiry.

Which cost basis methods can I choose?

FIFO, LIFO, HIFO and average cost. You pick the method on the tax report and the whole report is recalculated, so you can see what each one would cost you before you sell.

How are several currencies handled?

Each position keeps the currency it was bought in. The portfolio is then valued in the base currency you choose, using the rate for the day, so the currency move is part of the return you read.

Can I bring years of history from a file?

Yes. Export the full transaction history from Upstox and upload it. The importer reads the column layout, identifies the securities and shows every row for review before anything is saved, so your cost basis and your returns start from the complete record rather than from today.

What does the free plan cover?

One portfolio and 10 stock holdings, with no card. Bonds, options and custom assets are not counted against that. Broker sync, more portfolios and more holdings are on the paid plans.

See what your Upstox portfolio has really done

Connect the account read only or upload the file. The return, the dividends and the tax figures are waiting on the other side.

Create a free account