Reports & Tax
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Tax snapshot · FY 25-26
Estimated capital gains tax
LTCG (held > 1yr)
₹2.18 L
realised gain
Exempt: ₹1,25,000
Taxable: ₹93,400 @ 10%
Tax due: ₹9,340
STCG (held < 1yr)
₹42.1K
realised gain
Rate: 15%
Source: 2 redemptions
Tax due: ₹6,315
80C tracker
Tax-saving slot
₹98.0K
of ₹1,50,000 used
ELSS Mutual Fund₹60,000
PPF₹30,000
Term Insurance₹8,000
₹52,000 unused — invest in ELSS to save ~₹15,600 in tax.
Statements
Reports library
📄
↓Account statement
All transactions, units, NAVs
Updated daily
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↓Capital gains report
LTCG & STCG itemised for IT filing
FY 25-26
💰
↓P&L statement
Realised and unrealised gains
YTD
🛡
↓Form 26AS reconciliation
Matches AIS / Form 26AS
Quarterly
📅
↓ELSS lock-in tracker
When each ELSS unlocks
5 plans
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↓Dividend statement
Dividend received by fund
YTD ₹3,640