Add Trades from Multiple Brokers on Quicko
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Created by: Shrutika Shah
Modified on: Wed, 13 Apr, 2022 at 1:19 PM
Having numerous brokerage accounts can provide a number of benefits;
Helping diversify tax advantages or risk
Assisting in saving for multiple financial goals at the same time
providing with extra financial security, and more
Quicko is designed in such a way that it' shall categorize your trades as either Capital Gains or Business & Profession based on the trading activity and hence calculate the tax liability as per the Income Tax regulations.
To add trades from multiple brokers on Quicko:
In the Filing tab, navigate to INCOMES > CAPITAL GAINS from the sidenav
Click on IMPORT INVESTMENTS and import by
Broker Integration, or
Quicko Excel Template
If you have traded in multiple brokerage account click on Import under "Do you Trade F&O/Intraday?" and import trades
You can also click on 'add another business' and add trades from the relevant business.
Shrutika is the author of this solution article.
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