Indian ITR-2 / ITR-3 · Schedule FA

Your IBKR statements, turned into a filing-ready Schedule FA.

Per-tranche Table A3 at the correct daily SBI TTBR — computed entirely in your browser. Drop your Activity Statements, download the workbook your CA expects.

Filing for

Schedule FA covers calendar year 2025

Pick the assessment year you’re filing your return under. Its Schedule FA covers the calendar year (01 Jan – 31 Dec 2025) — that’s the calendar year, not the April–March period the rest of your ITR uses.

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Drop your IBKR Activity Statement CSVs

Multiple files welcome — the 2025 statement is required; prior years cover older lots

↓ New to this? See how to download them from IBKR below

Upload statements

How to get the statement from IBKR

In IBKR Client Portal, open Performance & Reports → Statements → Activity.
In the dialog, set Period → Annual and Date → 2025.
Click Download CSV (not PDF or HTML).

Held stocks more than a year? Repeat with the Date set to each earlier year you first bought a holding still open on 31 Dec — Schedule FA needs every lot’s original purchase date and cost. The app detects the gap and asks for exactly the year it needs.

Parse locally

Trades, open lots, dividends and cash are read from your CSVs in-tab.

Convert per-tranche

Every lot valued at initial, peak and closing ₹ using the SBI TTBR for its exact dates.

Download the workbook

Table A3, Table A2 and a full methodology sheet — ready for your CA and the ITR utility.

“Your statement never leaves your browser.”

Stays on your machine

Parsing and every ₹ computation happen in-tab. Your statement and its numbers are never uploaded.

Only tickers go out

To price your holdings we send ticker symbols only — no amounts, no account numbers. Usage is measured with anonymous page-view analytics.

Open source

The entire pipeline — parsing, TTBR lookup, workbook writer — is auditable, line by line.