Can I track my Upstox portfolio with AllInvestView?

Yes! AllInvestView fully supports Upstox portfolio tracking. You can sync automatically or import your transactions via CSV to track all your Upstox investments.

Can I generate tax reports for my Upstox investments?

Yes, AllInvestView provides comprehensive tax reporting for Upstox portfolios, including capital gains calculations, dividend income tracking, and tax-loss harvesting suggestions.

Upstox Portfolio Tracker

Track Your Upstox Portfolio with Advanced Analytics

Upstox is one of India's fastest-growing discount brokers, offering low-cost trading in stocks, F&O, and mutual funds.

IN Est. 2009 SEBI NSE BSE

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

Upstox Pro trading platform with advanced charting and TradingView integration

Direct mutual fund investing via Upstox MF

API access for algorithmic trading

Get Started Free Live Demo

No credit card required Free forever 30-second signup

When Does an External Tracker Add Value?

Limited portfolio analytics and performance tracking beyond basic P&L

AllInvestView provides detailed performance charts, time-weighted returns, and sector analysis for your Upstox holdings.

No consolidated view if you hold investments across multiple brokers

AllInvestView combines your Upstox portfolio with holdings at any other broker for a complete financial picture.

Dividend tracking and income projections are not available in the platform

AllInvestView tracks all your dividends with calendar views, yield-on-cost metrics, and income projections.

What You Unlock with AllInvestView

Monte Carlo Simulation

Simulate 1,000+ future scenarios. See the probability of hitting your financial goals.

Efficient Frontier

Find your optimal portfolio allocation using Markowitz mean-variance optimization.

Correlation Matrix

Visualize how your holdings move together. Identify diversification gaps at a glance.

Tax Reports

Capital gains reports for 14+ countries. FIFO, LIFO, specific ID, and average cost methods.

Dividend Calendar

Track every payment, project future income, and monitor yield-on-cost over time.

Options Greeks

Track Delta, Gamma, Theta, Vega, and Rho with visual payoff diagrams.

AI Assistant

Ask anything about your portfolio. Get instant analysis powered by AI.

Quick Allocation View

See asset, sector, country, and currency breakdown in one visual dashboard.

Upstox vs AllInvestView — Feature Comparison

See what Upstox's built-in tools offer versus what AllInvestView adds to your investment workflow.

Feature	Upstox Built-in	+ AllInvestView
Performance Analytics	Basic P&L overview per position	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting	Basic capital gains statement	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Dividend Tracking	Not available	Calendar view, income projections, yield-on-cost, ex-date alerts
Multi-Broker View	Not available	Consolidate all brokers in one unified dashboard
Risk Analytics	Not available	Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios
Sector Analysis	Basic sector tags per stock	Full sector and geographic allocation breakdown with visual charts
AI Analysis	Not available	AI-powered portfolio assistant for analysis

See Your Entire Portfolio at a Glance

Get the complete picture of your Upstox investments with intuitive visualizations that show exactly where your money is allocated.

Asset allocation by type, sector, and geography
Real-time valuations in your preferred currency
Performance attribution by holding
Concentration risk indicators

Analytics That Actually Matter

Go beyond simple percentage gains. Understand your true risk-adjusted performance with institutional-quality metrics.

Money-weighted returns (IRR/XIRR)
Efficient Frontier optimization
Correlation matrix across holdings
Sharpe ratio and volatility metrics

Master Your Dividend Income

Track every dividend from your Upstox holdings. Know exactly when payments arrive and how your income is growing.

Automatic dividend detection and tracking
Calendar view of upcoming payments
Yield on cost calculations
Annual income projections

Capital gains tax report showing unrealized gains, estimated tax liability, and FIFO cost basis analysis

Tax Reports in One Click

Generate capital gains reports for your Upstox portfolio instantly. Supports 14+ countries with multiple cost basis methods.

FIFO, LIFO, specific identification, and average cost
Automatic wash sale detection
Short-term vs long-term capital gains split
Export as PDF or CSV for tax filing

Holdings management table showing stocks and ETFs with company logos, quantities, cost basis, market value, unrealized P&L, and sparkline trends

Every Holding, One Clean Table

See all your Upstox positions with real-time prices, sparkline trends, and instant P&L — exactly the view your broker doesn't give you.

Company logos, real-time prices, and sparklines
Cost basis, market value, and unrealized P&L
Sort and filter by any column
Multi-broker holdings in one unified table

Try the Live Demo

Explore a real portfolio — no signup needed

Indian Market Portfolio Tracking

Track your Upstox NSE and BSE holdings with INR as base currency.

INR base currency support

NSE and BSE stock coverage

Indian capital gains tax calculations

Dividend income tracking with TDS

Upstox

Auto-Sync Available

Start Free Trial Track Upstox in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

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.

Best For Indian retail investors • Cost-conscious traders • F&O traders • Mutual fund investors

How to Import Your Upstox Portfolio

Getting your Upstox data into AllInvestView takes less than 2 minutes. Here's how:

Export from Upstox

In Upstox, go to Portfolio > Download to export your holdings and trade history.

Upload to AllInvestView

Use our smart CSV importer that automatically maps Upstox's format. No manual column matching needed.

Track Everything

Instantly see your full portfolio with real-time prices, dividends, and performance metrics.

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Got investments at multiple brokers? AllInvestView consolidates everything into one view:

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interactive investor

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Upstox Portfolio Tracking FAQ

Can I automatically sync my Upstox account with AllInvestView?

Yes! AllInvestView supports automatic syncing with Upstox via SnapTrade. Connect your account in seconds and your holdings sync automatically.

Does AllInvestView handle Indian stocks and mutual funds from Upstox?

Yes. AllInvestView tracks all your Upstox holdings including NSE/BSE stocks, ETFs, and mutual funds with full performance analytics in INR.

How do I get my Upstox data into AllInvestView?

In Upstox, go to Portfolio > Download to export your holdings and trade history.

Does AllInvestView sync with Upstox automatically?

Yes! AllInvestView can automatically sync with Upstox through our secure broker integration. Your portfolio stays up-to-date without manual imports.

Can I track Upstox and other brokers together?

Absolutely! AllInvestView is built for multi-broker portfolios. Import from Upstox, Interactive Brokers, Schwab, or any other broker and see everything in one unified dashboard with consolidated performance metrics.

Does AllInvestView support all asset types from Upstox?

Yes! AllInvestView supports all asset types available at Upstox—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.