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What is a holding report and how to download it ?

A holding report provides a snapshot of the number of securities held in your portfolio as of a particular date.

To download the holding report, follow these simple steps:

Log in to CubePlus.
Click on your User ID and Navigate to the "Reports" section (through "Account" in Mobile)
Choose "DP" and then click on "DP Holding."
On the right side, you'll find the option to download the Holding report in either Excel or PDF format.

For further assistance or inquiries, please connect with our support team by writing to us at help@tradejini.com

Related Queries

1.Are any physical documents sent by Tradejini via mail or courier ?

2.Are the F&O positions settled on the exchange on the expiry day displayed on the contract notes ?

3.Can Tradejini provide reports in either softcopy or hardcopy format with a seal and signature ?

4.How to convert Sparc/Panel reports to PDFs ?

5.How to download contract notes ?

6.How to download the tax P&L or capital gains statement at Tradejini ?

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Stock Broker Name	Registration Number	Registered Address	Corporate Address	Branch Address (if any)	Contact Number	Email Id
TRADEJINI Financial Services Pvt Ltd	SEBI REGISTRATION NO.: INZ000160938 (NSE: 14655 CM-FO-CD, BSE: 6517 CM-FO-CD, MCX: 46430 CO, MSEI: 85000 CM-FO-CD) CDSL Depository Participant: IN-DP-470-2020 Mutual Fund ARN: 87156	Suvas, No. 4, Shankarmutt Road, 3rd Cross, Shankarpuram, Bangalore – 560004	Vasavi Square, 2nd Floor, No. 75/757, 10th Main Road, 4th Block, Jayanagar, Bangalore – 560011	-	080 4080 2660	help@tradejini.com

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Please ensure you carefully read the Risk Disclosure Documents as prescribed by SEBI. For any complaints email at complaints@tradejini.com

Investments in securities market are subject to market risks, read all the related documents carefully before investing. The securities are quoted as an example and not as a recommendation.

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Accordingly, any such third-party should not be deemed to be our agent, business partner and/or associate in any manner whatsoever.

In case our name, trademark, logo etc., is being reflected/used by any such third-party platform and/or service provider, kindly inform us at the earliest to enable us to take appropriate action in law.

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