ITRFA.in — Schedule FA Generator

What it does

Generate Schedule FA (Table A2, A3, F) for ITR-2 from Fidelity or Schwab CSVs. Auto SBI TTBR rates, peak/closing balance, per-lot INR for RSUs & ESPP.

Generate Schedule FA + Schedule CG for ITR-2 from IBKR, Fidelity, E*TRADE, Schwab or Morgan Stanley. Per-currency SBI TTBR rates, per-lot INR values.

An online Schedule FA tool for Indian ITR — upload exports from Interactive Brokers, Fidelity NetBenefits, E*TRADE, Charles Schwab, Morgan Stanley, Shareworks, or UBS. Shares in any major currency, per-currency SBI TTBR rates, no Excel templates needed. Shareworks reports are read on their own page — upload your holdings/activity export there, or enter your vest lots by hand if your plan's portal has no export. The Flex Queries page now has a Configure with AI box. Paste this in and press Generate — it fills in all four sections and both Options rows for you: Activity Flex Query in CSV. Sections: Trades at Closed Lots, Open Positions at Lot, Cash Transactions, Cash Report. Include ISIN,…from itrfa.in

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