Built exclusively for Indian Chartered Accountants

Equity P&L consolidated in minutes,
not days

Upload trading statements from Zerodha, Groww, Angel One, Upstox and more. FirstReports auto-detects the broker format, merges STCG / LTCG / F&O across all platforms, and delivers one tax-ready statement per client.

First client always free · No credit card required

12
Brokers live
4
Asset classes
~2 min
Per client

Workflow

Three steps to a clean tax statement

From raw broker files to a consolidated STCG / LTCG / F&O statement — without touching a single formula.

Step 1

Add your client

Create a client profile with name, PAN, and financial year.

Step 2

Upload broker files

Upload CSV or Excel exports. AI detects the format and maps columns automatically.

Step 3

Download the statement

Get one Excel file per client with STCG, LTCG, F&O breakdown — ready for ITR filing.

Features

Everything a CA needs — nothing they don't

Purpose-built for Indian CAs who manage equity trading statements across multiple clients and brokers.

Upload Any Broker Format

Drop CSV or Excel exports from Zerodha, Groww, Angel One, ICICI Direct and more. AI auto-detects the broker and maps every column — zero manual work.

Instant Consolidation

Merge P&L data from multiple platforms into a single clean statement per client. Works across equity, mutual funds, and US stocks.

STCG / LTCG / F&O Breakdown

Trades auto-classified as Short-Term, Long-Term, or F&O with holding periods and charge breakdowns — exactly what ITR filing requires.

Manage All Your Clients

One dashboard per financial year. Each client's files, parsed data, and consolidated statements — all in one place.

Private by Design

Only column headers are sent to AI for format detection — never trade data or PAN numbers. Full data stays within your account.

Download in One Click

Export the consolidated statement as Excel with trade-level detail and summary — ready to attach to your ITR workflow.

Why FirstReports

Designed for how CAs actually work

Your clients trade on 3+ brokers

Most retail investors split across Zerodha, Groww, and Angel One. FirstReports merges all of it into one statement.

ITR season shouldn't take 3 weeks

Consolidating one client manually takes ~90 minutes. FirstReports does it in under 2 minutes. 50 clients = 70+ hours saved.

Privacy-first architecture

Only column headers are sent to AI for format detection — never trade data or PAN numbers. Full data stays in your account.

STCG / LTCG correctly classified

Holding periods from FIFO-matched lots. Grandfathering for pre-2018 equity. 730-day rule for US stocks. F&O and Intraday separated.

Broker Support

Works with India's top trading platforms

Upload statements directly from your clients' brokers — no format conversion needed.

Live now
ZerodhaEquity P&L
GrowwMF Capital Gains
Angel OneEquity P&L
ICICI DirectEquity P&L
IndMoneyUS Stocks
NuvamaEquity P&L
UpstoxEquity & F&O P&L
Motilal OswalEquity & MF P&L
Kotak SecuritiesEquity & F&O P&L
Paytm MoneyEquity, F&O & MF
Reliance SecuritiesEquity & F&O P&L
KFintechMF Capital Gains
Coming soon
5paisaSoonHDFC SecuritiesSoonDhanSoonSharekhanSoon
Season launch offer — these prices will never come back. Lock in before they're gone.

Pricing

A once-in-a-lifetime price.
Seriously.

Most CAs spend 90+ minutes consolidating one client's trades manually. FirstReports does it in seconds — at a fraction of what your time is worth.

FreeStarterMost popularGrowthProfessionalAgency
Price₹0forever₹500per year₹1,000per year₹2,000per year₹4,000per year
ClientsUp to 5 clientsUp to 30 clientsUp to 80 clientsUp to 200 clientsUp to 500 clients
Per client—~₹17/client₹12.5/client₹10/client₹8/client
Unlimited file uploads
All supported brokers
STCG / LTCG / F&O consolidation
Excel export
Support—EmailPriority emailLive chatLive + phone

Based on industry research, CAs spend ~90 minutes consolidating equity trades per client manually. FirstReports cuts that to under 2 minutes — giving you back an entire workday per 10 clients.

Looking to file your own taxes? Browse tax services

FAQ

Common questions from CAs

How does the broker format detection work?+
When you upload a file, only the column headers and the first 5 rows are sent to an AI model for analysis. The AI identifies the broker and maps each column to a standard schema (symbol, quantity, price, etc.). The actual parsing and arithmetic is then done by deterministic code — never by the AI. This keeps costs low and data private.
Is my client's trade data sent to any AI or third party?+
No. Only column headers and 5 sample rows (no PAN numbers, no client identity) are sent to the AI for format detection. The full trade data is processed within FirstReports' infrastructure and never leaves your account.
What file formats can I upload?+
FirstReports accepts CSV and Excel files (.xlsx, .xls) — the standard export formats from every major Indian broker. If a broker provides a PDF, you'll need the CSV/Excel version from their portal (our download guides show exactly where to find it).
What if my broker's format isn't recognised automatically?+
If the AI cannot confidently detect the format, you are shown a column-mapping UI where you can manually confirm which column maps to which field. Once confirmed, the parsing proceeds normally. We add official support for new broker formats regularly.
Is the STCG / LTCG classification correct for tax purposes?+
Yes. Holding periods are calculated using FIFO (First In, First Out) lot matching — the method mandated by the Income Tax Act. Pre-2018 equity is handled with the grandfathering provision (Section 112A). F&O and intraday trades are classified separately from delivery-based equity.
Do you support mutual fund capital gains statements?+
Yes. FirstReports supports mutual fund capital gains reports from CAMS, KFintech (Franklin), Groww, Paytm Money, and Motilal Oswal. More MF platforms are added each quarter.
Can I try it before paying?+
Yes — the Free plan lets you consolidate up to 5 clients with no credit card required. Paid plans start at ₹500 per year for up to 30 clients.