File Schedule FA File Schedule FADrop in your Morgan Stanley & Fidelity statements. Every lot is parsed inside your browser and valued at the exact‑date SBI TT rate — a ready‑to‑file Schedule FA in minutes.
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Original, deterministic calculations for Indian residents holding foreign listed shares through global stock-plan brokers.
Select Fidelity, Morgan Stanley, or both. The upload area adapts to your account setup.
Read the PDF/CSV in your browser; no statement is transmitted to a server.
Check opening, peak, closing and dividend totals before unlocking the workbook.
Download Schedule FA A2/A3 sheets for since-inception and calendar-year views.
Your broker statements are parsed in JavaScript inside the page. Want proof? Open DevTools → Network while converting: you should see scripts and tiny API checks, not your PDF or CSV being uploaded.
Keep the judgment with you and your CA; let the repetitive lot math happen consistently.
Hunt through PDFs, copy dates, re-price holdings, look up rates, then rebuild the same rows for every lot.
Slow · easy to miss lotsBroker-aware parsing, report preview, locked exports and a workbook your CA can audit line by line.
Fast · repeatable · privateSchedule FA is the Foreign Assets schedule in an Indian income-tax return. If you were resident and ordinarily resident, foreign equity holdings, custodial accounts and related income may need disclosure.
If you hold shares through a foreign broker such as Morgan Stanley or Fidelity, those holdings commonly fall into Schedule FA reporting. Confirm your residential status and facts with your CA.
Yes — your CA remains the final reviewer. This tool prepares clean, auditable broker-wise data so the review is faster and less error-prone.
The 10-report pack is built for multiple years or family members. You can enter year-specific prices and upload the corresponding broker statements.
Choose your brokers, preview the rows, and unlock only when the report looks right.
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