Download your Groww holdings statement

Groww emails you an Excel file of every fund or stock you hold. Four taps.

⏱ 2 minutes💸 Free📊 Excel by email📱 In the Groww app

1Get the file

In the Groww appGroww app

Tap your profile
Profile
Open Reports
Reports
Pick Mutual Funds or Stocks
Mutual FundsHoldings statement
Do it twice if you hold both.
Excel lands in your inbox
Units, invested value and current value per holding.

✓ Holdings statementWhat you own today, with cost

✗ Transaction reportNot needed for this import

💡 Want every SIP instalment with its date, for exact returns? Get the free CAS statement — it covers your Groww funds too.

In SpendlyPhone or browser

🔒 Read on your phone☁️ Never uploaded or stored🤖 No AI reads it

Where is the holdings statement in Groww?

Profile → Reports → Mutual Funds (or Stocks) → Holdings statement. Groww emails it to you as an Excel file.

Does the Groww file have every SIP instalment?

No — it has totals per holding. For every instalment with its date, use the CAS statement, which covers Groww funds as well.

Can I track Groww and Zerodha in one place?

Yes. Export the holdings from each app and import both into Spendly. A holding you already have is updated, not duplicated.