What is a holding report and how to download it?

A holding report provides a snapshot of the number of securities held in your portfolio as of a particular date.

To download the holding report, follow these simple steps:

Log in to CubePlus.
Click on your User ID and navigate to the “Report” section.
Choose “DP” and then click on “DP Holding.”
On the left side, you’ll find the option to download the Holding report in either Excel or PDF format.