Gain and Loss Harvesting

Hi good folks!
Ever since the govt. introduced taxes on LTCG, I have been working on a tool that helps investors strategically raise their cost basis YoY by utilising the entire ₹1.25Lakh exemption, avoiding massive tax liability in the long term when you eventually want to cash out. The tool also helps offset gains against losses and takes into account any carried over gains or losses from the past 8 years!

Ladies and gentlemen I present to you MyTaxHarvest.com

Some USPs:

  1. We support all Brokers. Tested on Zerodha, Groww, Upstox, and Angel One. Even if your broker isn’t officially listed yet, our universal parser accepts generic CSV/Excel formats so anyone can use it.
  2. We support both equity and MF
  3. We do strict FIFO matching and have put in a lot of effort to account for edge cases
  4. We take into account all the transactions done in the past 8 FY (The limit of carrying over losses)
  5. It does not have any sign up, does not log any personally identifiable data. All the processing stays in your current browser session and is lost once you close or refresh the tab
  6. No AI. No hallucinations. No assumptions. We utilise deterministic algorithms only.
  7. Generates an exact, actionable Sell Plan. We don’t just give you a tax summary; we tell you exactly which ticker to sell, what quantity, and exactly how much tax you will save ₹₹₹
  8. It has an unbeatable price of free :partying_face: Although you could choose to give us a review/rating and also support us with donations if you found value in our work.

We built this website primarily because we needed it, and in the market there’s currently nothing like it that covers all the aforementioned points

We are always improving and adding new features. So do check us out!
We are open to feedback and would love to know what we could do better. [email protected]

AMA below. Happy to answer :smile: