I know about tax loss harvesting and have read some articles on Zerodha Varsity. When I look at the Tax Loss Harvesting Report on Zerodha Console (through the Kite app on the phone), I see the short term and long term amounts. What I don’t see are which stocks these amounts are from.
I looked this up on a desktop browser and couldn’t find the stock details that pertain to the loss harvesting opportunities.
Where can I find the stocks connected to tax loss harvesting amounts? I’m not even looking for a breakup of the amount, but just the stocks that are linked to this. If the list of stocks is not available (don’t understand why it shouldn’t be), would Zerodha consider adding it? The information about the amounts is anyway generated from the trades known to Zerodha.
I feel like this ought to be a simple thing and that I may be missing some other screens where I can easily get this information. Or am I expected to go through each and every stock holdings’ trades and see which ones have long term losses and which ones have short term losses on FIFO basis?
Thanks!