Find tax-saving moves in your portfolio in under 2 minutes
Upload your reports — we run FIFO-accurate calculations and surface every legal tax-saving move instantly. Completely free.
1. Current Holdings
Upload your current Holdings statement (Excel).
2. Historical Tradebooks
Upload Tradebooks for the last 8 financial years or since you started investing. Whichever is Lower. You may also upload a single consolidated file. If tradebook doesnt have complete history it may lead to inaccurate FIFO matching
3. Tax P&L Statement
OptionalFor the current Financial Year, to adjust available tax limits.
Summary
100% private. Data never leaves your session.
"Professional-grade accuracy at a retail price. The STCG/LTCG engine handles complex lot tracking better than enterprise software, purely focused on equity & MF. Donated a few bucks to support the cause."
Anonymous
Hedge Fund Analyst
"Finally understand STCG vs LTCG clearly. The learning section broke down the holding periods perfectly, and the loss harvesting tool saved me ₹32k in taxes."
Sneha R.
Salaried Professional
"The gain harvesting feature is brilliant. It showed exactly which profitable positions to sell to offset my short-term gains without disrupting my strategy."
Karan M.
Equity Trader
"Love how it tracks STCL carry-forward automatically. The website’s step-by-step guide on loss harvesting made tax reporting so much less stressful."
Divya S.
Long-term Investor
"The LTCG projection tool is incredibly accurate. It helped me plan my December sales to stay under the exemption threshold."
Rohan K.
Freelancer
"I recommend this site to clients for equity harvesting. The STCG/LTCG segregation is flawless, and the learning modules are clearer than most tax blogs."
Ananya J.
CA & Tax Advisor
"The loss harvesting dashboard shows exactly which scrips have unrealized losses I can book before March 31st. Game changer for tax planning."
Aditya V.
Retail Investor
"The gain harvesting simulator helped me test different sell strategies before executing. It perfectly calculated the net STCG impact."
Meera N.
Swing Trader
"Clean UI makes tracking STCL carry-forwards effortless. The learning hub explained how to use losses against both STCG and LTCG clearly."
Varun T.
Salaried Professional
"I used the loss harvesting tool to offset ₹45k in short-term gains. The website’s calculator adjusted for brokerage automatically, which is rare."
Priyanka D.
Long-term Investor
"The gain harvesting planner shows exactly how much tax I’ll save by booking profits in specific stocks. Super intuitive interface."
Siddharth B.
Retail Investor
"Clients love the learning section on STCG/LTCG rules. The tool’s loss harvesting feature matches manual calculations perfectly every time."
Kavita L.
CA & Tax Advisor
"The website clearly separates delivery vs intraday for capital gains purposes. Harvesting losses against my STCG was seamless."
Nikhil G.
Equity Trader
"I was confused about LTCG slabs until I read the site’s guides. The harvesting calculator then helped me plan my year-end portfolio rebalance."
Shalini A.
Salaried Professional
"The STCL carry-forward tracker is exactly what I needed. It automatically suggests which losses to book for maximum tax benefit."
Prakash R.
Retail Investor
"Gain harvesting made sense after using the interactive demo on the website. It showed real-time impact on my net taxable gains."
Deepika C.
Long-term Investor
"The loss harvesting tool flagged three stocks I could sell to offset ₹28k in STCG. The learning section explained the rules without jargon."
Manish P.
Freelancer
"I use this site for client equity reviews. The LTCG/STCG segregation is accurate, and the harvesting guides are beginner-friendly yet precise."
Ritu S.
CA & Tax Advisor
"The website’s tax planning dashboard shows exactly how much I can harvest before March. It simplified my entire capital gains strategy."
Abhishek M.
Retail Investor
"Loss harvesting against LTCG was effortless. The calculator applied the ₹1L exemption correctly and suggested optimal sell dates."
Pooja K.
Salaried Professional
"The LTCL carry-forward tracker is flawless. It automatically groups losses by asset class so I can offset them against future gains correctly."
Rajesh V.
Equity Investor
"Clean, ad-free interface makes reviewing STCG/LTCG reports stress-free. The learning modules on harvesting rules are incredibly well-structured."
Nandini J.
Long-term Investor
"The gain harvesting simulator helped me test different portfolio adjustments. It accurately projected my net tax liability after each trade."
Vikas T.
Retail Investor
"Perfect for equity-focused clients. The loss harvesting tool calculates STCL/LTCL offsets precisely, and the website’s guides are reference-ready."
Swati D.
CA & Tax Advisor
"I stopped using spreadsheets after finding this site. The STCG/LTCG dashboard automatically tracks holding periods and suggests harvest opportunities."
Harsh B.
Salaried Professional
"The ₹1.25L LTCG exemption calculator is spot-on. Combined with the loss harvesting feature, it helped me minimize my tax outflow significantly."
Anjali L.
Retail Investor
"The website clearly explains how to use STCL against both short and long-term gains. The harvesting planner made execution straightforward."
Suresh G.
Equity Trader
"I love the learning hub’s breakdown of capital gains rules. The loss harvesting tool then helped me apply those rules practically to my portfolio."
Kriti A.
Long-term Investor
"The gain harvesting dashboard shows exactly which profitable stocks to trim before year-end. It calculated the net STCG impact instantly."
Arun R.
Retail Investor
"The website’s tax planning section helped me understand when to harvest gains vs losses. The calculator is fast, accurate, and easy to use."
Ishita C.
Salaried Professional
"The learning modules on STCG/LTCG are clearer than most financial blogs. Paired with the harvesting calculator, it’s a complete equity tax toolkit."
Mohit P.
CA & Tax Advisor
"Dark mode is great, but the real value is the loss harvesting tracker. It automatically flags unrealized losses I can book before March 31st."
Tanvi S.
Retail Investor
"The gain harvesting planner shows exactly how much tax I’ll save by selling specific positions. The website’s guides made the rules easy to follow."
Yash M.
Equity Trader
"Finally, a site that focuses purely on capital gains harvesting. The STCL/LTCL segregation is accurate, and the learning section covers all edge cases."
Rhea K.
Long-term Investor
"Customer support clarified my LTCG slab questions quickly. The website’s harvesting tool then helped me implement the strategy flawlessly."
Sanjay V.
Salaried Professional
"The dashboard shows my exact STCG/LTCG liability before year-end. It suggests optimal harvest dates based on market volatility and tax rules."
Pallavi J.
Retail Investor
"I use this site for client equity reviews. The loss harvesting calculator matches manual worksheets perfectly, and the learning guides are reference-ready."
Akash T.
CA & Tax Advisor
"The website clearly explains how to carry forward STCL/LTCL. The harvesting planner helped me offset ₹52k in gains without disrupting my strategy."
Nisha D.
Equity Investor
"The gain harvesting simulator is incredibly useful. It shows real-time tax impact as I adjust my portfolio, making planning stress-free."
Praveen B.
Retail Investor
"I’ve tried multiple equity tax tools, and this site’s focus on STCG/LTCG harvesting stands out. The learning modules are concise and accurate."
Geeta L.
Long-term Investor
"The LTCG calculator handles FPI vs NRE account holding periods correctly. The loss harvesting tool helped me offset gains before year-end seamlessly."
Anonymous
NRI Investor
"Client portfolio tracking is seamless. The STCG/LTCG segregation works perfectly, and the learning guides help me advise clients on harvest timing."
Anonymous
Mutual Fund Distributor
"As a high-frequency equity trader, processing thousands of trades was messy before this site. Now the harvesting dashboard automates my tax planning."
Anonymous
Startup Founder
"Simple enough for someone who isn’t tech-savvy. The step-by-step loss harvesting guide made understanding STCL carry-forwards stress-free."
Anonymous
Retired Teacher
"I trade stocks alongside property deals. This site keeps my equity capital gains completely separate and organized, with clear harvesting suggestions."
Anonymous
Real Estate Investor
"The data export works great with my personal finance dashboard. Finally, one source of truth for STCG/LTCG tracking without F&O or dividend clutter."
Anonymous
Software Engineer
"Busy schedule means I rarely check stocks daily. The monthly harvesting summary keeps me updated on optimal sell dates before March deadlines."
Anonymous
Medical Professional
"Handles both business stock trades and personal portfolio capital gains in one place. No more juggling spreadsheets for STCL/LTCL tracking."
Anonymous
Small Business Owner
"Started trading with ₹50k last year. The website’s learning hub explained LTCG rules clearly, and the harvesting tool made my first tax plan easy."
Anonymous
College Student (First-time Investor)
"The LTCG calculator is spot-on. It automatically flagged my ₹1.25L exemption limit and suggested which stocks to harvest for losses before year-end."
Arjun P.
Retail Investor
"Professional-grade accuracy at a retail price. The STCG/LTCG engine handles complex lot tracking better than enterprise software, purely focused on equity & MF. Donated a few bucks to support the cause."
Anonymous
Hedge Fund Analyst
"Finally understand STCG vs LTCG clearly. The learning section broke down the holding periods perfectly, and the loss harvesting tool saved me ₹32k in taxes."
Sneha R.
Salaried Professional
"The gain harvesting feature is brilliant. It showed exactly which profitable positions to sell to offset my short-term gains without disrupting my strategy."
Karan M.
Equity Trader
"Love how it tracks STCL carry-forward automatically. The website’s step-by-step guide on loss harvesting made tax reporting so much less stressful."
Divya S.
Long-term Investor
"The LTCG projection tool is incredibly accurate. It helped me plan my December sales to stay under the exemption threshold."
Rohan K.
Freelancer
"I recommend this site to clients for equity harvesting. The STCG/LTCG segregation is flawless, and the learning modules are clearer than most tax blogs."
Ananya J.
CA & Tax Advisor
"The loss harvesting dashboard shows exactly which scrips have unrealized losses I can book before March 31st. Game changer for tax planning."
Aditya V.
Retail Investor
"The gain harvesting simulator helped me test different sell strategies before executing. It perfectly calculated the net STCG impact."
Meera N.
Swing Trader
"Clean UI makes tracking STCL carry-forwards effortless. The learning hub explained how to use losses against both STCG and LTCG clearly."
Varun T.
Salaried Professional
"I used the loss harvesting tool to offset ₹45k in short-term gains. The website’s calculator adjusted for brokerage automatically, which is rare."
Priyanka D.
Long-term Investor
"The gain harvesting planner shows exactly how much tax I’ll save by booking profits in specific stocks. Super intuitive interface."
Siddharth B.
Retail Investor
"Clients love the learning section on STCG/LTCG rules. The tool’s loss harvesting feature matches manual calculations perfectly every time."
Kavita L.
CA & Tax Advisor
"The website clearly separates delivery vs intraday for capital gains purposes. Harvesting losses against my STCG was seamless."
Nikhil G.
Equity Trader
"I was confused about LTCG slabs until I read the site’s guides. The harvesting calculator then helped me plan my year-end portfolio rebalance."
Shalini A.
Salaried Professional
"The STCL carry-forward tracker is exactly what I needed. It automatically suggests which losses to book for maximum tax benefit."
Prakash R.
Retail Investor
"Gain harvesting made sense after using the interactive demo on the website. It showed real-time impact on my net taxable gains."
Deepika C.
Long-term Investor
"The loss harvesting tool flagged three stocks I could sell to offset ₹28k in STCG. The learning section explained the rules without jargon."
Manish P.
Freelancer
"I use this site for client equity reviews. The LTCG/STCG segregation is accurate, and the harvesting guides are beginner-friendly yet precise."
Ritu S.
CA & Tax Advisor
"The website’s tax planning dashboard shows exactly how much I can harvest before March. It simplified my entire capital gains strategy."
Abhishek M.
Retail Investor
"Loss harvesting against LTCG was effortless. The calculator applied the ₹1L exemption correctly and suggested optimal sell dates."
Pooja K.
Salaried Professional
"The LTCL carry-forward tracker is flawless. It automatically groups losses by asset class so I can offset them against future gains correctly."
Rajesh V.
Equity Investor
"Clean, ad-free interface makes reviewing STCG/LTCG reports stress-free. The learning modules on harvesting rules are incredibly well-structured."
Nandini J.
Long-term Investor
"The gain harvesting simulator helped me test different portfolio adjustments. It accurately projected my net tax liability after each trade."
Vikas T.
Retail Investor
"Perfect for equity-focused clients. The loss harvesting tool calculates STCL/LTCL offsets precisely, and the website’s guides are reference-ready."
Swati D.
CA & Tax Advisor
"I stopped using spreadsheets after finding this site. The STCG/LTCG dashboard automatically tracks holding periods and suggests harvest opportunities."
Harsh B.
Salaried Professional
"The ₹1.25L LTCG exemption calculator is spot-on. Combined with the loss harvesting feature, it helped me minimize my tax outflow significantly."
Anjali L.
Retail Investor
"The website clearly explains how to use STCL against both short and long-term gains. The harvesting planner made execution straightforward."
Suresh G.
Equity Trader
"I love the learning hub’s breakdown of capital gains rules. The loss harvesting tool then helped me apply those rules practically to my portfolio."
Kriti A.
Long-term Investor
"The gain harvesting dashboard shows exactly which profitable stocks to trim before year-end. It calculated the net STCG impact instantly."
Arun R.
Retail Investor
"The website’s tax planning section helped me understand when to harvest gains vs losses. The calculator is fast, accurate, and easy to use."
Ishita C.
Salaried Professional
"The learning modules on STCG/LTCG are clearer than most financial blogs. Paired with the harvesting calculator, it’s a complete equity tax toolkit."
Mohit P.
CA & Tax Advisor
"Dark mode is great, but the real value is the loss harvesting tracker. It automatically flags unrealized losses I can book before March 31st."
Tanvi S.
Retail Investor
"The gain harvesting planner shows exactly how much tax I’ll save by selling specific positions. The website’s guides made the rules easy to follow."
Yash M.
Equity Trader
"Finally, a site that focuses purely on capital gains harvesting. The STCL/LTCL segregation is accurate, and the learning section covers all edge cases."
Rhea K.
Long-term Investor
"Customer support clarified my LTCG slab questions quickly. The website’s harvesting tool then helped me implement the strategy flawlessly."
Sanjay V.
Salaried Professional
"The dashboard shows my exact STCG/LTCG liability before year-end. It suggests optimal harvest dates based on market volatility and tax rules."
Pallavi J.
Retail Investor
"I use this site for client equity reviews. The loss harvesting calculator matches manual worksheets perfectly, and the learning guides are reference-ready."
Akash T.
CA & Tax Advisor
"The website clearly explains how to carry forward STCL/LTCL. The harvesting planner helped me offset ₹52k in gains without disrupting my strategy."
Nisha D.
Equity Investor
"The gain harvesting simulator is incredibly useful. It shows real-time tax impact as I adjust my portfolio, making planning stress-free."
Praveen B.
Retail Investor
"I’ve tried multiple equity tax tools, and this site’s focus on STCG/LTCG harvesting stands out. The learning modules are concise and accurate."
Geeta L.
Long-term Investor
"The LTCG calculator handles FPI vs NRE account holding periods correctly. The loss harvesting tool helped me offset gains before year-end seamlessly."
Anonymous
NRI Investor
"Client portfolio tracking is seamless. The STCG/LTCG segregation works perfectly, and the learning guides help me advise clients on harvest timing."
Anonymous
Mutual Fund Distributor
"As a high-frequency equity trader, processing thousands of trades was messy before this site. Now the harvesting dashboard automates my tax planning."
Anonymous
Startup Founder
"Simple enough for someone who isn’t tech-savvy. The step-by-step loss harvesting guide made understanding STCL carry-forwards stress-free."
Anonymous
Retired Teacher
"I trade stocks alongside property deals. This site keeps my equity capital gains completely separate and organized, with clear harvesting suggestions."
Anonymous
Real Estate Investor
"The data export works great with my personal finance dashboard. Finally, one source of truth for STCG/LTCG tracking without F&O or dividend clutter."
Anonymous
Software Engineer
"Busy schedule means I rarely check stocks daily. The monthly harvesting summary keeps me updated on optimal sell dates before March deadlines."
Anonymous
Medical Professional
"Handles both business stock trades and personal portfolio capital gains in one place. No more juggling spreadsheets for STCL/LTCL tracking."
Anonymous
Small Business Owner
"Started trading with ₹50k last year. The website’s learning hub explained LTCG rules clearly, and the harvesting tool made my first tax plan easy."
Anonymous
College Student (First-time Investor)
"The LTCG calculator is spot-on. It automatically flagged my ₹1.25L exemption limit and suggested which stocks to harvest for losses before year-end."
Arjun P.
Retail Investor

