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Tax P&L Calculator APIs

The Tax P&L Calculator APIs compute profit and loss for investment transactions across different asset classes, with automatic holding period classification and capital gains tax calculation.

Capabilities

Profit & Loss Calculation

Calculate realized and unrealized gains/losses for:
  • Domestic Securities: Equity shares, mutual funds, derivatives with holding period classification
  • Foreign Securities: International investments with currency conversion and holding period classification
  • Cryptocurrency: Digital asset transactions with holding period tracking

Tax Classification

Automatic classification based on holding periods and asset types:
  • Short-term Capital Gains: Special tax rates
  • Long-term Capital Gains: Special tax rates with indexation benefits (for domestic securities)
  • Currency Gains: For foreign securities transactions
  • Loss Tracking: Capital losses for offset and carryforward

Calculator Modules

API Endpoints

Async Job Processing

All calculator operations use async job-based processing:
  1. Submit Job: POST with transaction data → Receive job_id and S3 upload URL
  2. Upload Payload: PUT transaction data to the provided S3 URL
  3. Check Status & Get Output: Poll job status endpoint with job_id → Returns processing status and results once complete