Portfolio & LTCG Overview

Snapshot of your Indian equity portfolio, LTCG utilisation, and reconciliation health.

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Holdings Market Value

Import holdings to populate

Unrealised Gain

Requires holdings with LTP

Reconciliation

Pending

Import trades and holdings to reconcile

Realised LTCG · FY1969-70

FY

STCG: ₹0

LTCG Exemption Limit

Section 112A · FY1969-70

Exemption Utilised

0%

₹0 of ₹1,25,000

Remaining LTCG Room

Available

Available tax-free harvesting

Estimated Tax Payable

Taxable LTCG ₹0 @ 12.5%

Exemption utilisation · FY1969-70

Realised LTCG
₹0
Exemption
₹1,25,000
Room left
₹1,25,000

Realised STCG this FY: ₹0 · LTCG rate: 12.5%

Getting started

1. Import Center — upload broker trade files and your latest holdings workbook.

2. Reconciliation — verify the reconstructed ledger matches broker holdings.

3. LTCG Eligibility and Harvesting Planner — optimise your Section 112A exemption for the FY.