iRecord Portfolio Management & Accounting

iRecord Portfolio Management & Accounting is a solution for simplified and accurate accounting. With its bank import feature and auto-generated reports, managing your investments has never been easier. Effortlessly upload contract notes and bank statements from over 900 sources in just one click. Keep track of your investment portfolio with precise capital gains/loss reports for a variety of instruments, including equity, F&O, commodity, mutual fund, and more. The software also offers auto price updates for stocks, commodities, mutual funds, and other instruments. Collaborate seamlessly with multi-user login and extend access to family members. Enjoy additional features such as annual capital gain reports, profit & loss statements, income reports, trial balance, and balance sheets. Stay up-to-date with the latest grandfathering provisions, including the new LTCG report. Easily manage multi-date and multi-client transactions with just one click. Take advantage of our sub-broker, advisory, consultant, and PMS modules for added functionality. Simplify your portfolio management and accounting with iRecord today!