What is a holding report and how can I download it?
You can download your holdings report from Console .
To know how to do so, follow the steps mentioned below.
- Log in to Console.
- Click on Portfolio.
- Click on Holdings.
- Click on XLSX beside Download.
To download holdings report for a particular date, please select the date before downloading the report as shown in the below gif.
1. You can filter out the holdings statements as per your requirement. You can also filter out using tags. To know more about tagging click here .
2. To convert your holding statement from excel to pdf format please refer to this article .
3. You can download the holding report from April 2017 onwards on Console.