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Angel Broking: Download Holding Statement for Traders

by | Jun 24, 2024 | Income Tax | 0 comments

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Important Keyword: Holding Statement.

Angel Broking: Download Holding Statement for Traders

It allows you to download your holding statement to track your investment transactions. Holding statements detail the contents of an investment portfolio held by an individual or entity, including information about mutual funds, pension funds, stocks, bonds, futures and options (F&O), exchange-traded funds (ETFs), and other investment products.

You can download these statements from the Angel brokerage platform, just like you download Contract Notes and Tax Profit & Loss (P&L) Statements. These documents are crucial for calculating your income tax on trading activities.

Steps to Download Holding Statement for Angel Broking Traders

  1. Visit the Angel website and
    Firstly, visit the angel broking website and log in by entering the user ID and password

    Angel Broking Login Page
  2. Click on the “Reports” option
    From the dashboard.

    Angel Broking Homepage Post-Login
  3. Click on the “Security Holdings” option
    From under the dashboard.

    Security Holdings Angel Broking

Once you download your statement from here, you can use it view a comprehensive list of your holdings. The statement downloads as XML/PDF for the date range of your choice.

Read More: Open a trading account online on Kotak Securities

Web Stories: Open a trading account online on Kotak Securities

Official Income Tax Return filing website: https://incometaxindia.gov.in/

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