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BrokerIndiaIn development

Upstox portfolio tracker

Upstox is an integration SnapTrade is still building, so FortuneOK cannot link it automatically yet. You can track your Upstox holdings today by adding them manually, alongside every other account, currency and asset class you own.

Automatic Upstox sync is not live yet.

SnapTrade is building this integration. You cannot connect it yet, but you can track the account manually in the meantime.

Try the live demo

No credit card required. The demo needs no account.

What comes across from Upstox

  • Positions

    Stocks, ETFs and funds held at Upstox, with quantities and live prices refreshed on every sync.

  • Cash balances

    Uninvested cash in each account, in the currency the account holds it.

  • Trade history

    Buys, sells, dividends and fees, where Upstox publishes an activity feed. When it does not, FortuneOK reconstructs your entry from the average cost the broker reports, so profit and loss is never blank.

Investors in India rarely hold only local assets. FortuneOK handles India listings, US listings and LSE UCITS ETFs side by side, each in its own currency, and rolls them into one net worth in the currency you actually spend.

Track Upstox manually in the meantime

Add each holding with its symbol and quantity, or record the transactions themselves, and FortuneOK does the rest: live prices, cost basis, money-weighted returns, allocation across seven dimensions and progress against your goals. When SnapTrade launches Upstox, connecting it is a two-minute job and nothing you entered is wasted.

Want it sooner? Tell us and we will pass the request on. Email us about Upstox

About Upstox

Upstox is a tech-first discount broking firm in India that provides trading services across different segments, including mutual funds, equities, commodities, futures, and options.

Connect as many as you like. Each broker gets its own portfolio tab, and a combined view sums them into one net worth.

See all supported brokers and exchanges

Trademark notice

Upstox is a trademark of its respective owner. FortuneOK is an independent portfolio tracker and is not affiliated with, endorsed by or sponsored by Upstox. Connections are provided through SnapTrade and availability can change without notice. Visit the official Upstox site.