FIFO Buddy - Zerodha Tax Planner

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.