Follow the quick steps below to download your Holding Statement from the Cake Portfolio App, which can then be saved as a PDF document on your device or accessed from the documents section within the app.

1. Log into your Cake Portfolio App

2. Head to the Portfolio tab

3. Click View on the holdings you wish to download

4. Click the download icon on the Holding Statement in the top right corner

5. Choose from the period presets or enter in the relevant Start Date and End Date that you require a holding statement for and click Generate Report

The holding statement will download as a PDF to your download folder on your device and create a copy in the documents section of your Cake portfolio app.