Optimize Your Capital Gains Tax
Upload your 3 Zerodha reports — we’ll run FIFO calculations and show you exactly how much tax you can legally save before March 31st.
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Check out our demo to see what your analysis will look like with real sample data.
View Example AnalysisHow to download your Zerodha reports
Holdings
Go to console.zerodha.com/portfolio/holdings → Click the download icon (top right) → Select XLSX format.
Tradebook
Go to console.zerodha.com/reports/tradebook → Set segment to “Equity” → Set date range to cover last 12+ months → Download as XLSX.
Tax P&L
Go to console.zerodha.com/reports/taxpnl → Select the current financial year → Download XLSX.
All files must be in .xlsx format. Make sure your tradebook covers at least 12 months of trades for accurate FIFO calculations.
Holdings
Current holdings (XLSX)
Tradebook
Last 12 months trades (XLSX). Must start from 3 May 2025 or earlier.
Tax P&L
Current FY realized gains (XLSX)
Carry Forward Losses (Optional)
Enter capital losses from previous years (as declared in your ITR). Leave blank if none.
Missing: Holdings, Tradebook, Tax P&L
Example of what your sell plan will look like