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Upstox

Brand: Upstox

  • 4.6

  • 11 Ratings & 11 Reviews

Upstox is an online stock trading software that offers the best charting tools to track the ever-changing market trends and assist traders in taking informed buy and sell decisions. With over 100 indicators for creating customized charts, it gives a free hand to the traders in becoming a seasoned market player. It predicts early market conditions and helps you in making consistent profits just li...

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Upstox Software Overview

What is Upstox Trading Software?

Upstox is an online stock trading software that offers the best charting tools to track the ever-changing market trends and assist traders in taking informed buy and sell decisions. With over 100 indicators for creating customized charts, it gives a free hand to the traders in becoming a seasoned market player.

It predicts early market conditions and helps you in making consistent profits just like any other professional trader. Upstox’s strength is that it assists in strategy development by having the capabilities to analyze multiple markets and then offer the best solution for your trade. Traders can easily customise and design layouts to match your trading style.

Benefits of Upstox Automated Trading Software

To separate Upstox Trading Software from the rest in the market, it offers multiple advantages to its traders. They can do so much more than just having a trading account. Here are a few benefits of using the Upstox automated trading software:

  1. Smartly Analyse Markets - Upstox trading software offers powerful and interactive chart options to check new market trends and make quick and wise decisions. You can also customize the charts with more than 100 indicators.
  2. Speedy Buy & Sell - You can pre-set your orders to not miss any opportunity. With just a single click, you can also place cover orders and bracket orders.
  3. Exceptional User Experience - You can easily move around your trades and set up workspaces your way. The widget feature allows you to make your trading platform reflect yourself and work as you want.
  4. Personalization - Traders can make the platforms work for them in their unique trading style with the wide widget features.
  5. Pro Web - With this buy sell signal software, traders get a desktop trading platform concisely wrapped in trader’s internet browser.
  6. Pro Mobile - Apart from the web application, Upstox offers its trading account features over light weighted mobile application as well.
  7. Multiple Operating Systems - With one of the best online trading software, there comes the ease of managing the trading from any operating system.
  8. Cross-platform trading system - Upstox appears to be omnipresent in the trading market. Their innovative, technically advanced and high-quality services can be used on the web, mobile, or even desktop.

Why Is Upstox Trading Software Preferred by Traders

Stocks go up and down all the time and you would want to keep an eye 24*7. Hence, you can work with Upstox Trading Software all the time and from anywhere you want. It has a modern-day mobile app and a web application that comprises of some of the best features. Upstox offers multiple chart types where you can compare stocks, add indicators to them, and even place orders. What much can you get within one single place?

Upstox Trading Software Pricing

To know more about the pricing and products, connect with us today!
 

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Upstox Company Details

Founded Year:  2009

Upstox is an online trading app for Demat Account, Share Market, MF, IPO with 1cr+ customers. Backed by Ratan Tata and venture capitalists such as Tiger Global, Upstox offers a best-in-class technology-enabled trading platform

Director/Founders Kavitha Subramanian
Company Size 1-100 Employees

Upstox Pricing & Plans

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Upstox Features

Core Features

  • icon_check Portfolio Management
    Track investments and assess performance effectively.
  • icon_check Market Data
    Real-time stock prices and market trends for informed trading decisions.
  • icon_check Watchlist
    Customizable list of securities for easy monitoring of price movements.
  • icon_check Charting Tools
    Visual tools to analyze price movements and trends using various chart types.
  • icon_check Order Control
    Manage and modify trades efficiently to align with trading strategies.
  • icon_check Order Execution
    Complete trades by placing, modifying, and canceling orders.

Order Execution

  • icon_check Limit Order
    Buy/sell at a specified price or better for control over trade execution.
  • icon_check Market Order
    Immediate buy/sell at current market price prioritizing speed.
  • icon_check Stop (Loss) Order
    Sell when the price hits a certain level to limit losses.
  • icon_check Stop Limit Orders
    Triggers a limit order once a specified stop price is reached.
  • icon_check Trailing Stop Order
    Adjusts the stop price with favorable market movement for profit protection.

Research and Analysis

  • icon_check Technical Analysis
    Use price movements and volume data to predict future price trends.
  • icon_check Fundamental Analysis
    Evaluate a security's value by analyzing financial data and economic factors.
  • icon_check Pattern Recognition
    Identify significant historical price patterns for future forecasting.
  • icon_check Scanning Tools
    Filter stocks based on specific criteria to spot trading opportunities.
  • icon_check Backtesting and Optimization
    Test strategies against historical data to assess effectiveness.
  • icon_check Smart drawing tools
    Annotate charts with trend lines and levels for better analysis.

Trading Options

  • icon_check Mutual Funds
    Invest in professionally managed portfolios for diversified exposure.
  • icon_check Intraday Trading
    Buy/sell securities within the same trading day for short-term gains.
  • icon_check Algorithm Trading
    Automate trading strategies for faster execution without emotional bias.
  • icon_check Options Trading
    Buy/sell options contracts for strategic market exposure.
  • icon_check Futures Trading
    Trade contracts obligate the purchase/sale of an asset at a future date.
  • icon_check Forex Trading
    Trade currency pairs to profit from exchange rate fluctuations.
  • icon_check Automatic Trading
    Execute trades automatically based on set criteria.
  • icon_check Margin Trading (MTF)
    Borrow funds to trade larger positions than account balance allows.
  • icon_check Stock SIP
    Allows for systematic investment in stocks over time to build a portfolio gradually.
  • icon_check Crypto Trading
    Trade cryptocurrencies to benefit from market volatility.
  • icon_check Paper Trading
    Simulate trading without real money to test strategies.

Account Management

  • icon_check Multi-Factor Authentication (MFA)
    Enhance security with multiple verification methods.
  • icon_check Demat Account Creation
    Facilitate the opening of electronic securities accounts.
  • icon_check Platform Migration
    Assist in transferring accounts or data from one platform to another.
  • icon_check Customizable User Interface
    Personalize trading environments for ease of use.

Integrations

  • icon_check API Integration
    Connect third-party apps to enhance platform functionality.
  • icon_check Financial Tools Integration
    Incorporate various financial analysis tools for improved insights.

Reporting & Analytics

  • icon_check Dashboards
    Visual summaries of key performance metrics for quick assessments.
  • icon_check Automated Reports
    Generate regular reports on trading activity and performance automatically.
  • icon_check Report Customization
    Tailor reports to meet specific user requirements for relevance.
  • icon_check P&L Report
    Summarize profits and losses over a specified period.
  • icon_check Contract Note
    Document detailing trade specifics, including prices and fees.
  • icon_check Financial Transaction Report (CashLedger)
    Track cash inflows and outflows in the trading account.

Alerts & Notification

  • icon_check Price Alert
    Notifications when securities hit specified price points.
  • icon_check Real Time Market Updates
    Instant notifications on significant market changes and events.
  • icon_check News Alerts
    Updates on news events that could impact markets.
  • icon_check Volume Alerts
    Alerts for unusual trading volumes in securities.
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Upstox Specifications

Supported Platforms
Windows Windows iOS iOS Android Android MacOS MacOS Linux Linux
Devices
Desktop Desktop Mobile Mobile Tablet Tablet iPad iPad
Deployment
Cloud-Based Cloud-Based
Suitable For
Stock Market
Business Specific
Traders Stock Market
Business Size
Small Business Startups Medium Business Enterprises SMBs SMEs MSMBs
Customer Support
Email Live Chat
Language
English
Integration
API Integration
Training Resources
Videos

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Upstox Reviews

4.6

Out of 5

img

Overall Rating

Based on
11 Verified Reviews

Rating Breakdown

  • Features 4.7
  • Value for Money 4.5
  • Ease of Use 4.6
  • Customer Support 4.5

96% Recommend this Product

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Pros

  • "I was looking for a platform to start my trading and found upstox. It has helped me to do so much in trading stocks with just a few steps"

    Lokesh V Jan 20, 2022

  • "I have been using Upstox to trade for a few months now and I have been getting great results. I am impressed by the level of service and accuracy provided."

    Rahul Sharma Jan 12, 2022

  • "They have a few of the best brokers and the best trading software which I have ever seen."

    Jignesh Dodia Dec 21, 2021

Cons

  • "Upstox trading platform can only be used for internet trading."

    Rahul Sharma Jan 12, 2022

  • "Upstox doesn't offer unlimited monthly trading plans with optional charges."

    Manish JhaDec 21, 2021

  • "It does not provide a multi-account option. Furthermore, the customers cannot purchase and trade stocks offline as well."

    Jai ParkashMay 20, 2021

Upstox Video Review

youtubeVideoId

4.3

“Upstox App Review | Upstox App | Fees, Service, and More”

Review by: Finance and Maan

Lokesh v

Industry: Hospitality User since: < 6 months

4.5

Reviewed on: Jan 20, 2022

Techjockey Verified

“Trade Stocks with Upstox trading platform easily”

Pros

I was looking for a platform to start my trading and found upstox. It has helped me to do so much in trading stocks with just a few steps

Cons

NO CONS

Reason to switch

Upstox gives chance for free account opening for a new trader.

Rahul sharma

Industry: Finance User since: < 6 months

4.5

Reviewed on: Jan 12, 2022

Techjockey Verified

“Increase Your Profits with Upstox”

Pros

I have been using Upstox to trade for a few months now and I have been getting great results. I am impressed by the level of service and accuracy provided.

Cons

Upstox trading platform can only be used for internet trading.

Reason to switch

I highly recommend Upstox to any trader who is looking for a good trading platform and service. It offers users the ability to choose their trading account type.

Jignesh dodia

Industry: Logistics and Supply Chain User since: 2+ years

4.6

Reviewed on: Dec 21, 2021

Techjockey Verified

“Upstox has an easy interface and it is very useful for the traders to automate their trading strategies.”

Pros

They have a few of the best brokers and the best trading software which I have ever seen.

Cons

NO CONS

Reason to switch

Upstox has really good customer service, I really like the way they have built their software and I find it very user-friendly and easy to use.

See All Upstox Reviews

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How much time does it take to open a Demat account?

Post submitting your documents, it does not take more than 12 to 24 hours to open a demat account.

Does Upstox have any variations in margins?

For Intraday orders for commodities, currency futures or equity, there are varying levels of margins

Does Upstox take some kind of an account maintenance fee?

Upstox does not charge any sort of annual maintenance fee to open a trading account.

Are there any varieties in order types?

Some of the order types are normal product, cash and carry and margin intraday squareoff.

Does Upstox provide any trading tips or advisory?

No, to keep the costs low for the users, there are no trading tips or advisory in the core service offerings.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.