Everything you need to file taxes
as an Indian trader

From raw CSV to ITR-ready Schedule CG in 30 seconds. Built for equity, not generic finance.

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LTCG Optimizer

The ₹1.25L tax-free tool every equity investor needs

Most traders leave thousands of rupees in unused LTCG exemption every year. The LTCG Optimizer shows exactly which holdings to sell and in what quantity to maximise your annual exemption.

  • Shows exact holdings eligible for tax-free harvesting
  • Recommends quantity to sell for full exemption use
  • Real-time CMP for accurate gain calculations
  • Filters LTCG-only — prevents accidental STCG triggers
  • Works across all linked demat accounts

The ₹1.25L tax-free tool every equity investor needs

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Automatic FIFO Engine

Lot matching exactly as India's IT law requires

The Income Tax Act mandates FIFO for equity shares. Our engine applies this correctly across exchanges — even when you buy on NSE and sell on BSE — and across multiple accounts.

  • Cross-exchange FIFO: NSE buy → BSE sell handled correctly
  • Multi-account pooling — one unified lot queue per ISIN
  • Splits, bonuses, rights issues properly accounted
  • Clear audit trail: which lots each sale consumed
  • No manual entry — upload CSV, done

Lot matching exactly as India's IT law requires

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Schedule CG & ITR Export

ITR-ready capital gains data, instantly

LotSight generates Section 111A (STCG) and Section 112A (LTCG) data in the exact format you or your CA needs — no reformatting, no manual copying.

  • Section 111A STCG grouped at 20%
  • Section 112A LTCG with grandfathering clause
  • Download as Excel or CSV for direct CA use
  • PDF tax summary for your personal records
  • Year-wise history for clean audit trail

ITR-ready capital gains data, instantly

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Holdings Tracker

See every open position, live

A live dashboard of all open equity positions with cost basis, holding period, real-time P&L, and LTCG/STCG classification.

  • Live CMP pulled from NSE / BSE automatically
  • LTCG vs STCG label per holding
  • Days-to-LTCG counter for near-12-month positions
  • Unrealised gain / loss with break-even price
  • CSV export of full holdings

See every open position, live

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Investments & Wealth Module

Your complete net worth, one screen

Trading is one part of your financial life. Track your entire portfolio — FD, SGB, Mutual Funds, Bonds, PPF — alongside your equity portfolio.

  • Fixed Deposits: maturity amount, interest earned
  • Sovereign Gold Bonds: current value, LTCG status
  • Mutual Funds: NAV-based valuation
  • Bonds: coupon rate, maturity tracking
  • PPF / NPS / Custom categories

Your complete net worth, one screen

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Advance Tax Calculator

Never pay 234B/234C interest again

Traders with liability over ₹10,000 must pay advance tax in 4 instalments. Miss a due date, pay interest. LotSight calculates your exact schedule automatically.

  • 4-instalment schedule: Jun 15, Sep 15, Dec 15, Mar 15
  • Based on your realised gains + estimated other income
  • Shows shortfall if previous instalments were underpaid
  • Real-time 234C interest exposure calculation
  • Due-date reminders so you never miss

Never pay 234B/234C interest again

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And much more

Multi-Account

Zerodha + Groww + Angel One — one FIFO queue per ISIN.

Year-wise P&L

Multi-year capital gains history. Compare FY trends.

Privacy-first

Data encrypted at rest. Never sold. Delete any time.

Bulk Upload

Multiple years of tradebooks at once, with dedup logic.

Clean Dark UI

Built for traders. Fast. No clutter.

Priority Support

Pro users: email response within 24 hours.

Frequently asked questions

Ready to know your exact tax?

Free for your first 200 trades. No credit card required.

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