Optimize Your Capital Gains Tax
Upload your broker reports — we’ll run FIFO lot calculations and show you exactly how much tax you can legally save before March 31st.
See a real example first
Check out our demo to see what your analysis will look like with real sample data.
View Example AnalysisHow to download your broker reports
Zerodha
Holdings: console.zerodha.com → Portfolio → Holdings → Download icon → XLSX
Tradebook: console.zerodha.com → Reports → Tradebook → Equity → 12+ months → XLSX
Tax P&L: console.zerodha.com → Reports → Tax P&L → Current FY → XLSX
Groww
Holdings: Groww App → Stocks → Your Investments → Download Statement
Tradebook: Groww App → Reports → Trade Report → 12+ months → Download
Tax P&L: Groww App → Reports → Tax P&L Report → Download
All files must be .xlsx format. Tradebook should cover 12+ months for accurate FIFO calculations.
Select your broker(s)
Choose all brokers where you hold equity investments.
Example of what your sell plan will look like