Can you provide a feature such as in Zerodha for Tax Loss Harvesting. Where you can get the summary of LTCG and STCG (Gains and Loss) by March 31st?
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Hi @Vignesh_N
Dhan has this built-in. When you are looking at your portfolio - please check the Tax tab and you will see your holdings classified as short-term or long-term. I personally keep a check on this in Feb / March
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Hi Praveen
But it should give suggestions to users
Which stock and how much quantity to sell at what time for tax exemption
Hope you will consider
Hi Praveen
But app should give smart suggestions or alerts to buy or sell a stock or mutual fund units