What is a holdings report and how do I download it?

A holdings report displays the number of securities held in your portfolio as of a specific date.

How to download your holdings report

Kite app

1. Tap on your User ID .
2. Scroll down and tap on Portfolio under Console .
3. Scroll down and tap on XLSX beside Download .

The holdings statement will be downloaded to your device in .xlsx format.

Kite web

1. Log in to Console.
2. Click on Portfolio.
3. Click on Holdings.
4. Click on XLSX beside Download.

To download the holdings report for a particular date, select the date before downloading the report.

Things to keep in mind

• You can download your holding report from April 2017 onwards through Console.
• You can convert your holding statement from Excel to PDF format.