Dividend Reports

Feature Requests
1

In Upstox, there is no option to download the Dividend Report for the financial year, which is very useful for tax filings. We need to manually go through our bank statement for the entire year and there is high possiblilty for human error.

The other brokers provide this service on their platforms, kindly requesting Upstox as well to introduce this feature.

5 Likes
2

Hi @Pratikkumarsaha ,

Welcome to the Upstox community! Thanks for your feedback. We have passed it on to the concerned team.

3

please enable the dividend report in the upstox . it is really very helpful. others provide the report.

4

Hello @Vaibhav_Naik

Since ITR filing have started, any update on this feature? It is really troublesome to find the dividend credits from bank statement and that for 1 year period.

5

Hi @Pratikkumarsaha,

Thank you for your feedback and suggestions.

We understand the importance of this feature, especially during the ITR filing period. We are currently evaluating it and exploring ways to simplify the process of finding dividend credits.

In the meantime, you can consult your CA, who can help you in calculating your dividend income.

We appreciate your patience.

6

Iā€™m also facing issue in filing ITR, zerodha and 5 paisa provide dividend report along with equity report

7

Hi @Deepak_Chahar,

Thank you for sharing your feedback with us. We understand the significance of this. Weā€™ve noted your suggestion and will consider it in our ongoing efforts to enhance our services.

8

Dear Upstox leadership

Rather than having a sales or customer service rep whoā€™s just skilled at wordplay responding on behalf of Zerodha, if a techie were to address this issue, it would take just one day to build the report, test it in UAT, and move it to production.

Dear Upstox, donā€™t push your clients away. In this tech race, ignoring genuine user feedback and failing to adopt a ā€˜just do itā€™ approach could lead to your downfall.

9

Welcome to the Upstox community, @Alok_Gupta

Thank you for your feedback. Weā€™re committed to providing the best possible service and are always focused on enhancing our processes.

Your input is important, and we appreciate your trust in Upstox and will keep delivering the service you expect.