What is iRecord Portfolio Management & Accounting?
iRecord Portfolio Management & Accounting is your go-to solution for efficient and comprehensive asset management. Tailored for investors, traders, corporates, CA & Family offices, and consultants, it simplifies the management of various asset categories including stocks, commodities, mutual funds, bonds, and more. Say goodbye to the hassle of handling multiple portfolios with iRecord at your service.
iRecord Portfolio Management & Accounting – the perfect solution for simplified and accurate accounting, with the added convenience of bank import and auto-generated reports! With just one click, easily upload brokers' contract notes for equity, F&O, commodity, currency, mutual fund, and bank statements from over 900 sources.
Stay on top of your investment portfolio with accurate capital gains/loss reports for a wide range of instruments, including equity, F&O, commodity, currency, mutual fund, debt mutual fund, PPF, bonds, and debt instruments – with the option for both indexation and non-indexation. Plus, never miss a price update again with our auto price update feature, covering stocks, commodities, mutual funds, and other instruments.
Collaborate seamlessly with a multi-user login facility and extend access to family members. And that's not all – our additional top-notch features include annual capital gain reports, profit & loss statements, income reports, trial balance, and balance sheets.
iRecord Portfolio Management & Accounting also takes into account the latest grandfathering provisions, including the new LTCG report. With multi-date and multi-client transaction upload options available in just one click, managing your investments has never been this easy. Plus, for added functionality, take advantage of our sub-broker, advisory, consultant, and PMS modules. Experience hassle-free portfolio management and accounting with iRecord today!
