Important feature request from a trader for traders!

Hello Community folks!

I have been a genuine and happy user of Upstox since 2019- Upstox has come a long way since then. Myself is a full-time derivatives and swing trader but unfortunately, Upstox is my preferred broker for long-term holdings only and not a day-to-day broker for trading due to multiple major reasons mentioned below, With recent major updates and improvements I believe Upstox is going to be the no 1 choice for traders soon with that said following are my genuine suggestions and improvements:-

  1. Add monthly PnL in interactive design like Zerodha and Others with win streak and losing streaks - This helps to track and journal the account growth in a better way.

  2. Add brokerage and tax expenses under the margin section which greatly helps an active intraday trader or an instant virtual contract with taxes and charges would also be a very good idea.

  3. Also if possible please add a mtm PnL swing bar graph with max and min values for the intraday trade that will be an interactive and one-of-a-kind feature that a lot of traders out there will appreciate a lot.

  4. Alert system based on overall MtM when there is an open position this feature is also a necessity for traders.

THIS ONE IS VERY IMPORTANT!!

  1. PLEASE PROVIDE THE FACILITY TO USE THE SAME FUNDS FOR NSE AND MCX (COMMODITIES MARKET) SINCE OUR SECURITIES MARKET CLOSE AT 3.30 AND THERE AFTER WE CAN USE THE SAME FUNDS TO TRADE IN COMMODITIES. THIS IS TRULY A DEAL BREAKER FOR A LOT OF FULL-TIME DISCRETIONARY TRADERS & ALGO TRADERS.

With all these small changes and additions, I doubt there will be any 2nd choice left for any trading professionals and long-term investors as well. :innocent:

Thanks & Regards

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Hi Ray,

Thank you for being a valuable customer of Upstox. We always love to hear from our users.
Coming to your requests:
Reports: We are working on to deliver a new version of reports to help you better visualise and analyse your trades.
MTM Alerts: We are a product built by traders for traders, so we do understand the importance of MTM based alerts. This is in the pipeline and expect it to launch very soon.

Product Updates - Upstox Community is where we announce all of our new updates and launches.

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Thanks for the response. Looking forward to the upcoming update :v:

Hi @Ray , You can now connect your upstox trade file with Tradersync to analyse your daily, monthly PNL and dig down to more analytical insights ( tradersync.in ).

Also, if upstox team can help we can integrate via API too to simply user journey

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