Right, currently it only supports Equity. Thanks for the suggestion, I’ll try to incorporate it.
1 Like
Sorry, not sure I fully understand, do you mean deleting your credentials from the reports before uploading? that’s is supported
Firstly, great effort in trying to get the tool in whatever form it is, it would help small retail investors. It has helped me to know where i am right now. the 8 scenarios and 5 category explained with simple examples were indeed helpful. had in the past tried to get similar example that could explain the benefits of tax harvesting was painfully long and confusing. Kudos to you!
key take away for me - if i am staring at 10 lakh loss in a stock that i held for 2+ years (like few IT stocks), its better to book the loss. after booking the loss i can reenter the same stock ok or any other stock. the key is i now have 10L loss harvested than can offset any STCG within the same FY or LTCL for the next 8 years!!! loss in LTCL carry forward is not known to many retailers.
HNI sharks use this carry forward diligently to save tons of capital gains tax!
2 Likes
I have a peculiar issue, let me know if your tool solves this…
I had some ltcg and stcg losses and to set it off I sold silverbees(which were in profit). But the profits from the debt etf doesn’t get included in zerodha’s tax PnL.
So I raised a support ticket with zerodha and the reply I got was that the debt etf stcg or ltcg profit or loss is calculated for 36 months as against regular 12 months…
So now my question is does your tool solve this issue for me…?
Hey all, quick update since my original post, a lot has changed 
What’s new:
- One-click execution: Execute everything directly from the tool — no manual order placement needed.
- One click portfolio restore: The tool tracks what you sold. Come back the next day and buy everything back in one click, so you stay invested while still capturing the tax benefit.
- Smarter strategy selection: Automatically chooses between “sell only short-term holdings” vs “sell all eligible holdings” — whichever saves you more tax.
- Corporate actions handled: Stock splits and bonus issues are now automatically accounted for.
- Cleaner dashboard: Redesigned before/after view so it’s much easier to understand exactly what you’ll save and what to sell.
With March 31 just a few days away, this is basically last call for FY25-26
Two things still worth checking:
-
Use your ₹1.25L LTCG exemption
If you haven’t booked ₹1.25L in long-term gains yet, you can sell and rebuy to lock in a higher cost basis at zero tax. -
Harvest losses against gains
If you’ve already realised profits this year, selling loss-making positions before March 31 can help offset them.
Happy to answer any questions or take feedback, would really appreciate it 