What is new in this report?
The Holdings Break Down report helps you see how your current holding is built up across different purchase dates and prices.
- Individual tranches: View the different purchase lots that make up your existing holding.
- Days display: See the number of days since each investment was made.
- Better tax clarity: Identify which tranche may have become long term.
- Smarter sell decisions: Understand the possible profit impact if you sell in multiple tranches instead of selling everything together.
Why the “Days” display is useful
India follows FIFO — First In, First Out. For example, if you bought 100 shares on 1st March 2025 and another 100 shares on 1st March 2026, only the first 100 shares would have completed the longer holding period first.
This makes it easier to identify which portion of your holding may be long term and what profit you may book when selling shares in parts.
