How to Import Upstox Trades into a Trading Journal
Move your Upstox history across without retyping anything
To import your Upstox trades into a trading journal, download your Trade Book from Upstox as a CSV or Excel file, then upload it to Fenix. Fenix reads the file, pairs every buy and sell into round-trip trades with real P&L, flags any duplicates, and saves them — no manual entry. The import takes about two minutes, and Fenix de-duplicates on re-import, so you can upload an updated Trade Book later and nothing lands twice.
Step 1 — Download your Trade Book from Upstox
- Log in to Upstox on the web or in the app.
- Open Reports and select Trade Book (the trade-by-trade report, not the holdings or P&L summary).
- Pick the segment (Equity or F&O) and the date range.
- Download as CSV or Excel (XLSX).
Menu labels can shift between app and web versions — look for the report that lists individual executed trades with buy/sell, quantity and price.
Step 2 — Upload it to Fenix
Open Import in Fenix and select the Trade Book file. CSV and Excel both work, and any file containing buys and sells imports cleanly.
Step 3 — Preview and save
Fenix pairs each buy with its matching sell into a complete round-trip trade, computes the real P&L, and flags possible duplicates. Check the preview and save. From there your trades flow straight into your R-multiples, analytics and equity curve.
- Upstox → Reports → Trade Book → download CSV/Excel.
- Fenix → Import → upload → preview → save.
- Re-imports are de-duplicated.
Good to know
- Round-trip pairing: raw order rows become complete trades with realized P&L.
- Discipline going forward: tag which trades followed your plan to build your discipline score.
- Portable: export back to CSV or JSON from Fenix whenever you like.
See Fenix and claim a founding seat →
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