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Capital Gains/Losses

You can import transactions from your broker easily using either xml,pdf or html Contract Notes or csv transaction file. Once transactions are imported, the bonuses and splits are automatically adjusted with no effort on your part.

import csv transaction file

Capital Gain/Losses including LTCG, Intraday Gain/Losses and Speculation Gain/Losses are calculated automatically and can be exported to a pdf or excel or csv (and many other formats).

Profit/Loss Analysis

Portfolio