How do I download my Upstox tradebook for XIRR calculation?

Log in to Upstox Pro web platform, go to Portfolio → Reports → Tradebook, select the date range, and download in CSV format. The old Upstox Pro app interface may have limited export — use the web version for full access.

Does Upstox show XIRR for my portfolio?

No. Upstox shows current portfolio value and absolute P&L, but does not calculate XIRR or per-stock annualized returns. Export your tradebook and use TrueXIRR for XIRR calculation.

What happened to my old RKSV trades on Upstox?

Upstox rebranded from RKSV Securities. Your historical trades are in the same account. Download the full tradebook with the widest date range to include RKSV-era trades in your XIRR calculation.

How does Upstox ₹20 brokerage compare for XIRR impact?

Upstox charges ₹20 per order or 2.5% of trade value (whichever is lower) for delivery trades. For small trades under ₹800, the 2.5% cap means you pay less than ₹20. TrueXIRR shows your net returns after all costs.

Is my Upstox data safe on TrueXIRR?

Yes. TrueXIRR processes everything in your browser. No data is uploaded. We don't need your Upstox login or API credentials — just the exported CSV.

Upstox XIRR Calculator - See Which Decisions Shaped Your Returns

What Upstox Pro Dashboard Misses

Upstox Pro gives you a clean dashboard with current holdings and P&L. But P&L alone is misleading — it doesn't account for the timing of your investments.

Upstox (formerly RKSV Securities) was among the first discount brokers in India. If you've been investing since the RKSV days, your portfolio likely spans 5+ years of trades. XIRR reveals how efficiently your capital worked across all that time.

Upstox vs TrueXIRR

Feature	Upstox Pro	TrueXIRR
Portfolio P&L	✓	✓
Per-stock XIRR	✗	✓
Decision Impact	✗	✓
Historical RKSV Trades	✓ (same account)	✓ (via CSV)
Nifty Benchmark	✗	✓
Data Privacy	Server	Client-side

Upstox Brokerage: The 2.5% Cap Advantage

Upstox charges ₹20 per order or 2.5% of trade value (whichever is lower). This means:

Small Orders (₹500)

Pay only ₹12.50 (2.5% cap) instead of ₹20. Better for SIP-style micro-investing.

Large Orders (₹50,000+)

Pay flat ₹20. Same as Zerodha and Angel One. Negligible XIRR impact on larger portfolios.

Step 1: Download Your Upstox Tradebook

Log in to Upstox Pro web platform
Go to Portfolio → Reports → Tradebook
Select maximum date range available
Click Download CSV

📱 Upstox Pro Web vs App

The Upstox Pro mobile app may have limited CSV export. Use the web platform for full tradebook download access.

Step 2: Analyze with TrueXIRR

Visit TrueXIRR.com
Select Upstox as your broker
Upload your tradebook CSV
See per-stock XIRR, decision impact, and Nifty comparison!

Privacy & Security

TrueXIRR processes everything locally in your browser. No Upstox login, API key, or Demat credentials needed — just the CSV file.

Frequently Asked Questions

How do I download my Upstox tradebook?

Upstox Pro web: Portfolio → Reports → Tradebook → Select dates → Download CSV. Use the web version for full access.

Does Upstox show XIRR?

No. Upstox shows current portfolio value and P&L, but not XIRR. Export your tradebook and use TrueXIRR.

What about my old RKSV trades?

Upstox rebranded from RKSV. Your old trades are in the same account. Download the full tradebook to include them in your XIRR.

How does the 2.5% brokerage cap help?

For small orders under ₹800, you pay 2.5% instead of flat ₹20. This helps SIP-style micro-investors keep brokerage costs low.

Is my data safe?

100% safe. Everything runs in your browser. No data uploaded. No login credentials needed.

See What Shaped Your Upstox Returns

Upload your tradebook. See which decisions helped or hurt. Free, private, instant.

Analyze My Returns →