Demat Accounts
Member Registry
Add Member
Personal & demat details
Portfolio
Trade Manager
Fund needed on
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Pick a date
All Trades
Trade History
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To
Profit & Loss
P&L Dashboard
Interest Calculator
Opportunity cost on blocked funds
Statements & Printouts
Reports & PDFs
P&L Statement
Profit & loss for a period
Interest Statement
Interest loss breakdown
Member Details
Account information printout
Allotment Status
Members who got allotment (with contact details)
Backup & Restore
Download or restore all your data
Backup downloads a single file with all your members, trades, checklists and allotments. Keep it safe (Google Drive / email). Restore replaces all current data with the backup file.
Decision Tool
IPO Analyzer
Compare Retail / S-HNI / B-HNI categories — funds needed, allotment odds, GMP & Kostak income, interest cost. Find the most profitable category.
IPO Details
Enter manually or pull from a registered IPO
Category Setup
Lots per application & allotment odds for each category
| Category | Lots / App | Subscription (x times) | Ratio (1 in N) | Applications |
|---|---|---|---|---|
| Retail | ||||
| S-HNI | ||||
| B-HNI |
Enter how many applications you plan for each category. Lots/application sets the investment size. Ratio = your estimated allotment odds.
Compare IPOs & Allocate Funds
Add IPOs open on same date, enter funds, get best allocation
| Company | Issue Price | Lot Size | GMP/sh | Ratio (1 in N) | Lots/App |
|---|
Analyzer Log
Save analyses to review later
Liquidity Planner
Fund Calendar
Day-by-day cash-flow planner: peak fund locked on each application day vs your available cash.
Applications per IPO
How many applications you plan for each upcoming IPO