Steps to Download Ledger from Sharekhan

Visit the Sharekhan Portal Use this link to log in. Log In Enter your user ID and password to access your account.

Navigate to Reports Section Click on Reports from the Dashboard. Select Ledger Segment Choose the ledger of the segment you want to view, e.g., Equity Ledger Summary. Apply Necessary Filters Select the required filters such as date range and other relevant options. Click on Show to view your Ledger summary.

Download the Ledger Click on the Excel sheet icon to download the ledger. The ledger will be available for viewing and download on your PC.

Sample Ledger Details Transaction Date: Date of each transaction Security Name: Names and codes of the traded securities Debit/Credit Amounts: Amounts debited or credited for each transaction Net Balance: Running balance after each transaction