With Quicko's Pro plan, you can import trades from multiple integrations and visualize your Tax P&L, access the previous year's ITR, unlock features like e-verification, prefilling tax credits, and e-payment of tax, and more. Here is how you can upgrade to Pro Plan.
Steps to Import trades from Multiple Brokers:
- Navigate to Incomes Tab > Select Capital Gains
- Select Import Investments
- Select the broker you want to import investments from and enter your credentials to authorize the integration
- To add another broker, click on Add Broker Pro
- Select another broker and enter your credentials to authorize the integration
This is how you will see the capital gains summary with multiple brokers integration