FIFO Buddy - Zerodha Tax Planner

Optimize your capital gains tax using FIFO analysis and secondary demat transfer strategies

FIFO Buddy helps Zerodha users calculate tax optimal share transfers between primary and secondary demat accounts to minimize capital gains tax . What it does: Calculates which shares to transfer vs sell to minimize capital gains tax using FIFO optimization. How to use: 1. Go to Zerodha Console holdings 2. Select stocks 3. Enter sale quantity 4. Get exact transfer recommendations Example: Bought 100 shares - 50@₹500 (2023), 50@₹900 (2024). Current: ₹1000 Selling 50 shares: - Normal FIFO: Sell old 50@₹500 = ₹25,000 profit = ₹3,750 tax - With transfer: Transfer old 50, sell new 50@₹900 = ₹5,000 profit = ₹750 tax - You save: ₹3,000 Features- - Bulk analysis for multiple stocks - Shows exact quantities to transfer - Calculates tax savings in rupees - Draggable widget - Session-based caching Works with: - Zerodha Console holdings page only - Existing browser session (no login needed) - Multiple purchase lots Disclaimer: Tax optimization suggestions only. Consult a CA for tax advice.