Holdings
A holding page is a summary of all of your investments, including individual stocks, bonds, exchange-traded funds (ETFs), and mutual funds. It typically includes the name of the investment, the quantity you own, holding value, recommendation, and ISIN. To view your holding summary :
On the reports page, click on holdings.
'Holding Summary' is divided into two: DP Holding and Mutual Fund. Choose either of the two.
Choose 'Segment.'
Choose 'DP'— if you have multiple DPs, click on the drop-down arrow to select the DP.
If you have made any addition to your family portfolio, the DP of those family members will also be displayed in the DP list.
Likewise, if you have made any addition to your family portfolio, the mutual fund of those family members will also be reflected in the Acc ID list.
Once you have selected the DP/Acc ID, tap on 'Submit.'
All your holdings as per the parameters you set will be displayed.
You can search for a specific transaction from this list by entering the symbol name on the search bar 🔍 given at the top.
If you wish to download this report, click on the 'download button' ⬇️given at the top right corner.
Click on any scrip, and additional details like pledge quantity and close price of that particular scrip can also be viewed.
Read More: I have multiple demat accounts with Geojit. How can I view my holding values separately?
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