If you're an investor buying and selling stocks, mutual funds, bonds, or other capital assets, it's important to report your capital gains or losses while filing your Income Tax Return (ITR).
Steps to Import from Investment apps
You can connect your broker’s app to import settlements directly from the top brokers integrated with us.
- Navigate to File > Capital Gains > Add Securities
- Select Import from Investment Apps
- Select your broker and click on Connect
- Login to your account
- Once connected, all the data from the broker will be automatically retrieved.
Broker isn't listed with us? Don't worry, you can still import your data using the below articles:
- How to use an Excel template to map Capital Gains income?
- How to add capital gains manually?
Still need help? You can raise a ticket to get in touch with us.
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