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
Visual Analytics
Data Graphs
Click any chart to view fullscreen. Customize which charts show, layout, and period below.