With our Upstox integration, it is easier to sync your trading data with just a few clicks.


Steps to import trades from Upstox

  • Navigate to file, from bottom nav
  • Tap on work on your return
  • Tap on the [+] button to open shortcuts
  • Select trading income → securities → Upstox 
  • On the next screen, enter your Upstox credentials to log in
  • Download your Upstox P/L Report and upload the same on glyde by tapping on select statements

Wait for a few seconds while the trades are being imported.



Note:
Once you upload the Upstox Report, based on the nature of trades Business & Profession Income (intraday & derivative trading) will be calculated automatically.