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Plans that add up.

Portfolio tracking, capital-gains math, and filed-ready reports for investors and chartered accountants. Built for holdings across countries too, for the globally invested and NRI investors.

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Prices and reports in multiple currencies. Switch between INR and USD anytime.

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From individual investors to institutions.

From individual investors to large institutions, we have the perfect solution for your management needs.

* Transaction counts resets every financial year. Add-ons are billed separately and can be added at any time.

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Compare all features across our plans to find the right fit.

Custom solutions

Need a Custom Solution?

Our team specializes in creating tailored solutions for institutional clients, hedge funds, and large management operations.

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