How to get Holding Statements reports

Zerodha
1

@siva or Any one please guide me , how I can get these reports from Zerodha console or any other place

  • Fund and Holding Statements: These provide information on your holdings and funds in your account.
  • Statement of Holdings (SOH): This is a summary of all securities held in your demat account on a specific date.
2

Hi @sandeep_cs , you can download the fund statement from Console, which will show the date-wise details of all the transactions. Login to Kite by Zerodha - Fast, easy trading and investment platform

Statement of Holdings can be downloaded by registering in CDSL Easi or by opening a ticket. We’ve explained it here.

In case you want to check the holding report for a specific date.Here’s how: What is a holding report and how to download it?

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