Mtf interest report

General
1

Hello

How to get total MTF interest paid report , current report shows full ledger report

It would be beneficial if separate MTF interest report option available

Thx

2

Hi @Tasleem_Pm,

You can narrow down the result as per your requirement using the options available in the ledger. Here’s what you can do :

  1. Access the ledger report and expand filters.
  2. Select the time range in the filters and select the last option ‘Include MTF’ and click on ‘Get report’.
  3. Once the entries are reflected, click on ‘Debit only’ on the top. This will show all the debit entries including MTF interest.
  4. Now, search only for MTF interest entries by using search option – Type ‘MTF interest’ and it will show all the MTF interest entries.

Please see to the below screenshots for reference:

WhatsApp Image 2023-11-07 at 5.00.14 PM
WhatsApp Image 2023-11-07 at 5.00.14 PM709×1280 66.9 KB

WhatsApp Image 2023-11-07 at 4.59.50 PM
WhatsApp Image 2023-11-07 at 4.59.50 PM691×1280 57.6 KB

WhatsApp Image 2023-11-07 at 4.59.22 PM
WhatsApp Image 2023-11-07 at 4.59.22 PM693×1280 55.9 KB

3

Still i am unable to get total interest paid ( sum ) only way is to calculate one by one or convert to excel and filter report

Upstox providing report for the month or selected date report and provide total profit or loss and charges breakdown

But MTF paid report with total paid for a particular period is not available

You can work on it

4

Hi @Tasleem_Pm,

Thanks for the feedback. We have noted it down and passed it on to the relevant team.

5

Hi Team,

Any update on this.

6

Hello,

How can I check the MTF interest report for each share(both lifetime view and specific date-wise)? Is there a way to check that or not?

7

Hey @ANKIT_15652608,

Welcome to the Upstox Community!

Currently, there isn’t a way to view MTF interest reports stock-wise or in a lifetime or date-wise format. However, we have noted it as a feedback. Thanks.

8

Hi,

can MTF interest be shown as expenses while filling the ITR?

9

As per Auditor and clear tax , expenses /Mtf interest on STCG cannot be deducted from profit , please share any recommendations if anyone knows , really helpful

1 Like
10

how to calculate the margin provided for each stock purchased in MTF. suppose i have purchased 20 stocks in MTF then how to find how much margin is provided for each stock.

11

Hi @Suresh_31494583,

Currently, we don’t have MTF report to calculate margin for specific stocks. However, we have noted your suggestion. Thanks.