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How to Download Holdings Reports in RMoney Rocket (XTS) Web?

By: Akriti Tomar | Date : Nov 28, 25

Holdings Report provides a detailed summary of the securities currently held in your Demat Account. It reflects the quantity held, valuation, market price, and total portfolio position as on a particular date. This report is often used for investment review, financial planning, and compliance or taxation purposes. How to download your holdings report? Log in to the RMoney Symphony (XTS) Web trading platform. Navigate to the Profile section located at the top-right corner. Click on Holdings from the available menu options. Your portfolio holdings will be displayed on the screen. To download the report, select your preferred format:
  • Excel (.xlsx)
  • PDF
 

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