My Statements
P&L statement, Holding statement and more
Your Holding Summary gives you a quick snapshot of all the securities currently held in your Dhan account. It displays important details such as quantity, closing price, and valuation for each stock or instrument — helping you easily track your portfolio performance and holdings at a glance.
💻 On Dhan Web
Log in to web.dhan.co
using your registered mobile number or by scanning the QR code.
From the home screen, click the Profile icon (top right).
Select Journal by Dhan to access all your reports.
Go to Statement & Reports, then click on Holding Summary.
On the right-hand side, select the specific date for which you want to view your holdings.
Click CSV or Excel to download the file instantly to your device.
📱 On Dhan App
Log in to the Dhan App using your registered mobile number and 6-digit PIN or biometrics.
From the home screen, tap the Profile icon (top left).
Select All Statements.
Tap on Holding Summary.
The current day’s date will be automatically displayed in the app.
Tap Email Holding Summary to receive the report on your registered email ID.
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