Upload trading statements from Zerodha, Groww, Angel One, ICICI Direct and more. FirstReports auto-detects the broker format, merges STCG / LTCG / F&O P&L across all platforms, and delivers one tax-ready consolidated statement per client — ready for ITR filing.
First client is always free · No credit card required
Broker Support
Upload statements directly from your clients' brokers — no format conversion needed. More platforms shipping every month.
Workflow
From raw broker files to a consolidated STCG / LTCG / F&O statement — without touching a single formula.
Create a client profile with name, PAN, and financial year. One profile per client, per year.
Upload CSV or Excel exports from each broker. AI detects the format and maps columns automatically — no configuration needed.
Get one Excel file per client with STCG, LTCG, F&O, and Intraday breakdown — ready for ITR filing.
Features
Purpose-built for Indian Chartered Accountants who manage equity trading statements across multiple clients and brokers.
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.
Merge P&L data from multiple platforms into a single clean statement per client. Works across equity, mutual funds, and US stocks.
Trades auto-classified as Short-Term, Long-Term, or F&O with holding periods and charge breakdowns — exactly what ITR filing requires.
One dashboard per financial year. Each client's files, parsed data, and consolidated statements — all in one place.
Only column headers are sent to AI for format detection — never trade data or PAN numbers. Full data stays within your account.
Export the consolidated statement as Excel with trade-level detail and summary — ready to attach to your ITR workflow.
Why FirstReports
Most retail investors split their portfolio across Zerodha for derivatives, Groww for SIPs, and Angel One for direct equity. FirstReports merges all of it.
Without a tool, consolidating one client's statements takes 45–90 minutes. FirstReports does it in under 2 minutes. With 50 clients, that's 70+ hours saved.
Only the column headers (not the trade data) are sent to AI for format detection. Your clients' PAN numbers and portfolio values never leave your account.
Holding period computed from FIFO-matched lots. Grandfathering for pre-2018 equity. 730-day rule for US stocks. F&O and Intraday separated automatically.