Where can I find my historical holding with cost?
You can generate a holding statement, which includes the quantity and cost, via MyGeojit. For this,
- Log in to MyGeojit using your credentials.
- Go to Reports > P&L > Trading P&L.
- Choose Segment.
- Select the P&L type as 'Unrealised'.
- Set the date range. The 'From Date' should be your account opening date.
- Click on the 'Submit' button, and your report will be displayed.
- Here, you can find the symbol, the quantity, the buy average, and the buy value.
- Please note, the close price and the holding value will not be accurate in this report. If there are any off-market transactions, that data too will not be displayed here. For these data, refer to the demat holding statement, as this report fetches data from your trading account, not from your DP.
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