Explore with sample finances. Public-filing records are labelled separately.
Sign in ↗TAX / TAX VIEW AND TAX-SEASON PASS
Your records. A clearer tax season.
Keep your cost basis, sales and gains together. Take an organised record to your CA.Put every gain in context.
Try editing these sample lots or add your own example.
Performance by asset category
Automatically calculated from the records in view. Realised and unrealised results stay separate.
| Category | Realised gain / loss | Unrealised gain / loss | Lots |
|---|---|---|---|
| Bonds | -₹335.00 | ₹0.00 | 1 |
| Mutual funds | ₹0.00 | ₹4,020.00 | 1 |
| Stocks | ₹6,790.00 | ₹0.00 | 1 |
Loss review watchlist
0 held lots below recorded cost · ₹0.00 combined economic loss. Ranked by loss amount, not tax savings or a recommendation to sell.
Values use each lot’s dated valuation and recorded fees. Tax eligibility, available gains, exit loads and trading costs must be checked before any harvest.
Back up or restore your records
Move records between your devices with a private JSON backup. Restoring merges new IDs, skips identical records and rejects conflicting IDs. Saved account records sync through your private workspace; this backup contains manual records only. CAS data is included in the Settings export.
| ASSET / CATEGORY | STATUS / DATE | COST | VALUE / PROCEEDS | GAIN / LOSS | ACTIONS |
|---|---|---|---|---|---|
| Sample equity lotStocks · 25 units | Realised2026-10-05 · 513 days held | ₹30,000.00Acquired 2025-05-10 | ₹36,875.00Fees ₹85.00 | ₹6,790.00 | |
| Sample mutual fund unitsMutual funds · 300 units | Unrealised2026-10-05 · 631 days held | ₹25,500.00Acquired 2025-01-12 | ₹29,520.00Fees ₹0.00 | ₹4,020.00 | |
| Sample bond lotBonds · 10 units | Realised2026-09-12 · 178 days held | ₹10,200.00Acquired 2026-03-18 | ₹9,900.00Fees ₹35.00 | -₹335.00 |
CAS rows refresh from the saved statement and are read-only here; update them by importing a newer complete CAS. Gains are quantity × (sale or valuation price − purchase price) − combined fees. Record separate lots for different acquisition prices and split partial sales into separate records. These are arithmetic gains, not tax owed or a tax filing. Exemptions, loss set-offs, STT, tax residency and asset-specific rules are not applied. The year filter uses April–March based on sale or valuation date.