Schedule FA helper
Generate an ITR-ready Schedule FA CSV directly from your broker statement. Currently live for Morgan Stanley StockPlan Connect; Fidelity, IBKR, E*Trade, Vested, INDmoney and Rovia coming soon.
Step 1 of 9
Pick broker
Where is the statement from?
Pick the broker that issued your statement. Morgan Stanley StockPlan Connect is supported today; the others will come online over the next few weeks.
Have a broker we don’t list? Tell us which one and we’ll prioritise it.
Your statement is parsed entirely in your browser. We never see its contents. Only public data (SBI TTBR rates, ticker daily prices) is fetched from our servers.
Or do the math manually
No statement to upload? Enter values directly. Useful for one-off holdings or if you’ve already extracted the numbers yourself.
Initial investment
Peak value during the FY
Closing balance (March 31)
Income during the year
Schedule FA values (INR)
₹17,00,000
Peak value — the most-asked field