Education

How to check holdings in Zerodha?

This blog provides guidance on managing unlisted shares in one's demat account, particularly for users of the Zerodha platform. It highlights the process of viewing and downloading the holdings report from the Zerodha Console.

Precize

20 Feb, 20244 min

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Similar to listed shares, unlisted shares also appear in an individual's demat account. The timeframe for these unlisted shares to be reflected in one’s demat account varies from 3 days to 3 months, depending on the broker. For Zerodha users, they can review their holdings in the Zerodha Console.

You can view your holdings in the holding report on Zerodha Console.

Here's how to check and download the holdings report:

Go to "Portfolio.”
Click on "Holdings."
Select "XLSX" next to "Download."

(Source:Zerodha)

To download the holdings report for a particular date, kindly select the date before downloading the report.

(Source:Zerodha)

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