CALCULATE YOUR SIP RETURNS

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Holding Statement

The holding statement provides all the details of your portfolio/holdings at any given time. You will find the stock names, average price, quantity, and other details in the holding statement.
You can download your holding statements in an Excel sheet by following these steps.
  1. Login to your Angel One account.
  2. Go to the Portfolio section on the App.
  3. Choose Equity, Mutual Funds, SGB, etc.
  4. Click on the download button on the top right part of the screen.
Your portfolio will be updated with your latest investments on an immediate basis
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