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
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.
Upload CSV or Excel exports. AI detects the format and maps columns automatically.
Get one Excel file per client with STCG, LTCG, F&O breakdown — ready for ITR filing.
Features
Purpose-built for Indian CAs 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 across Zerodha, Groww, and Angel One. FirstReports merges all of it into one statement.
Consolidating one client manually takes ~90 minutes. FirstReports does it in under 2 minutes. 50 clients = 70+ hours saved.
Only column headers are sent to AI for format detection — never trade data or PAN numbers. Full data stays in your account.
Holding periods from FIFO-matched lots. Grandfathering for pre-2018 equity. 730-day rule for US stocks. F&O and Intraday separated.
Broker Support
Upload statements directly from your clients' brokers — no format conversion needed.
Pricing
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.
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.
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