
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)

Need Help?
Contact RMoney Support : 0562-4266600 / 0562-7188900, Email: askus@rmoneyindia.com
Kickstart your investment and trading journey effortlessly with RMoney.
Open your Demat Account today and take the first step towards smarter investing and trading.
Table of content
Categories
Open Demat Account 
Related Posts
-
Pair Trading for Beginners: Understanding Correlation, Cointegration, and Key Concepts
Most trading strategies depend on speculating whether prices will go up or down. But what...
-
RMoney: Your Source for Live Market News & Insights?
RMoney: Your Source for Live Market News & Insights? Yes, RMoney provides live market updates...
-
How to Connect RMoney XTS / Symphony with Tradetron?
Follow the steps below to link your RMoney XTS / Symphony trading account with Tradetron...
-
How Do I Make an Account?
To invest in WealthBaskets you need to open an account with WealthDesk. Follow the below-mentioned...
Filing Complaints on SCORES (SEBI) – Easy & Quick
- Register on SCORES Portal (SEBI)
- Mandatory details for filing complaints on SCORES:
- Name, PAN, Address, Mobile Number, E-mail ID
- Benefits:
- Effective Communication
- Speedy redressal of the grieva`nces

IT'S TIME TO HAVE SOME FUN!
Your family deserves this time more than we do.
Share happiness with your family today & come back soon. We will be right here.
Investment to ek bahana hai,
humein to khushiyon ko badhana hai.
E-mail
askus@rmoneyindia.com
Customer Care
+91-9568654321




