Every capability, posted
Everything an investor
files, in one place.
Transactions, corporate actions, income and taxation, entered, reconciled and calculated, then handed off as reports you can file without re-checking a figure. Across brokers, currencies and countries.
What's inside
The full ledger of capabilities.
Everything an equity portfolio throws at tax season, entered once and carried all the way through to a filed return.
01
Transactions
- Equity buy / sell with FIFO cost basis
- Futures & options: expiry, strike, lot
- Mutual funds: growth & dividend plans
02
Corporate actions
- Splits & consolidations
- Bonus issues at zero cost basis
- Mergers, demergers & symbol changes
03
Income
- Dividends with TDS tracking
- Interest & other income
- Reconciled against AIS
04
Taxation
- Short-term & long-term, by holding period
- Brought-forward & carried-forward losses
- Taxes-paid & advance-tax record
05
Bulk import
- Broker CSV / Excel tradebooks
- Preview & validate before posting
- Bulk entry across demat accounts
06
Reports
- Capital-gains & holdings statements
- AIS & dividend reconciliation
- Async generation, filed-ready output
07
Demat accounts
- Multiple demat accounts in one place
- Broker-wise holdings view
- Account-level tracking
Multi-currency & multi-country
Hold investments in more than one currency and across more than one country, and keep them on a single sheet. View and report in the currency you need, and see holdings country by country, made for globally-invested and NRI investors.
- Holdings recorded in their native currency
- View & report in the currency you choose
- Positions organised country by country
- One reckoning for a portfolio that crosses borders
Ready to file with confidence
Post your portfolio once. File it right.
For individual investors, chartered accountants, and globally-invested and NRI investors who want the numbers to add up on the first pass.