Stock buy/sell history breakdown

General
1

I buy my preferred stock whenever it is below my price over several years.
whenever the stock goes above my target price, I would like to sell some quantity which has crossed 1 year holding period (for obvious LTCG)
I see this option in zerodha and icicidirect in a click but in upstox, I need to go to accounts, download reports for each financial year, analyze my stock and then take a decision ( takes several hours to do this) and also the holding changes over a period of time and hence I need to necessarily download reports and analyze every time for taking a sell decision. Why no Breakdown holding period in upstox?

2

Hi @SKR,

Thank you for your question. This feature is already available on Upstox.

  • Login to the app
  • Switch to Upstox Invest mode
  • Click on ‘Stocks’
  • Click on ‘Portfolio’
  • Click on any stock that has your investment
  • Click on ‘You own X shares’
  • Tap on ‘Breakdown’ tab

Hope this helps!

3

Thanks, It was helpful navigation pointer.
Is it available in pro.upstox.com in web also ?

2 Likes
4

Hi @SKR,

Currently this feature isn’t a part of Upstox Pro. However, it’s a part of our roadmap and we will surely keep you updated on the same.

Feel free to reach out in case of any more queries!

6

Hi Team,

Could you please add the stock breakdown details in pro version also ?

7

Hi @Ligin_Joseph,

We have picked this up and it will be live in 3-4 months. We will be posting about it on Community once it rolls out. Appreciate the patience! Let us know if you have any other feedback.

1 Like
8

@Ligin_Joseph would you like to see anything else apart from the stock breakdown details? We are taking feedback as to how to make it better before we take it live for Pro

How do you find the view in the Invest version? Any feedback appreciated!