Import capital gains using Investment Apps

Created by Prarthi Shah, Modified on Fri, 13 Dec at 5:13 PM by Lasya Pamidi

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. 

  1. Navigate to File > Capital Gains > Add Securities
  2. Select Import from Investment Apps
  3. Select your broker and click on Connect 
  4. Login to your account 
  5. 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.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article