What is a holding report and how can I download it?

The holdings report in Console shows you a tally of securities held in your portfolio as on a particular date.

You can download your holdings report from Console .

To know how to do so, follow the steps mentioned below.

To download holdings report for a particular date, please select the date before downloading the report as shown in the below gif.

Note:

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.

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