There is no reason why someone should upload their personal zerodha tradebook, holdings, and tax P&L to an unverified tool. no privacy policy, data deletion guarantees, or security audits mentioned. rather stick to official zerodha reports + manual calc for tax harvesting. don’t be fooled by random developers. potential misuse, data breaches or resale.
They don’t need to register anywhere for this service. I’m skeptical with this these kind of services too, but I don’t think there’s anything wrong with the website, if they indeed adhere to their own privacy policy.
Hey, @livepositionaltrader thanks for taking the time to comment. I understand the concerns related to privacy and it’s essential especially with financial information. I’m the developer, you can checkout my profile at https://ronitjain.in/
The tool is designed to make the calclautions on RAM and dispose off the data. If you reload, you’ll need to provide the data again to see your dashboard.
I’ll try to if there are more ways I can mitigate the security/privacy concern, open to feedback and suggestions for improvements in this and all other fronts.
Exactly! Just remove or redact personal information in the downloads from Zerodha. I was thinking of this and trying it out.
Zerodha had been tweaking this and I’m not very confident on the figures it shows. As it stands, the Zerodha tax loss harvesting report is not useful. It may result in harvesting losses and having huge capital gains. What I’m looking for is the exact list of stocks (based on FIFO) where I can harvest some losses and how much of which stock I should sell. I’ll try your site out. Thanks for making this.
I do have one question: what’s the planned business model for this site?
Hey, thanks for trying it out. Maybe, parsing issue because of formatting changes, let me fix it right away. If possible can you please share more info for better debugging using the contact form on the website
Hey, thats the exact pain point this is trying to solve. Appreciate your comment. Thanks
what’s the planned business model for this site?
Unsure as of now. Planning to keep it free as long as possible, have to bear the server costs though.
But the featues in the pipeline are as follows:
Direct integration with brokers through Oauth. Zerodha API doesn’t provide most of these details through API though that’s why the manual process as of now.
One click execution of the recommended plan
Options to tweak / customize the plan in case user have preference to sell one stock over the other
One click buy back so users can get the old holdings back once the trade is booked on paper
Hey @pavinjoseph improved file parsing so that users can now delete their sensitive info like client Id, client name, pan info from the report before submitting. Hope this helps, let me know if you’re still stuck. Thanks
Nice and clean UI. The separate section for the Sell Plan, with detailed quantity and amount, is particularly useful. Great initiative it will definitely help a lot of traders and investors.
I didn’t realize it couldn’t perform analysis for MF holdings, I have no equity holdings at this time!
When I give the MF tradebook:
File parsing failed: Holdings: No holdings with available quantity found in the file.
Tradebook: Could not find 'Equity' sheet in Tradebook file. Please ensure you're uploading the correct Zerodha Tradebook report.
When giving the equity tradebook:
File parsing failed: Holdings: No holdings with available quantity found in the file.
In its defense, I don’t have any equity holdings so not a fault on its part.
I think the webpage and errors should emphasize uploading EQ reports to avoid any confusion for new users!
yeah.that does help the people willing to run it locally.
