Portfolio Management Software for Portfolio & Investment Management of Indian Stocks

FeaturesPro EditionStandard / Nifty-50 /Nifty Special EditionBasic EditionLite Edition
Number of Portfolios (Addons Available)5552
Broker Accounts per Portfolio5553
Total Broker Accounts in all Portfolios1010105
Maintain Trading Diary (with note-taking facility)
Track Stocks
Track Futures
Track Options
Max. No. of TransactionsUnlimitedUnlimitedUnlimitedUnlimited
LTCG analysis
Tradebook Import
Reliance Money
Contract Note Import
Aditya Birla Money +
Adroit financial service +
Angel Broking +
Anush +
Balance Equity +
BMA Wealth Creators +
Canara Bank Securities +
Capstocks +
DB International +
Edelweiss +
Fairwealth Securities +
Guiness +
HDFC Securities +
HSBC Invest Direct
IDBI Capital +
IndiaBulls +
India Infoline
ICICI Securities +
Integrated Enterprise +
ISE Securities +
JM Financial +
Karvy +
Kotak Securities +
LKP Securities +
Mangal Keshav Securities +
Marfatia +
MFGlobal +
Microsec Capital +
Motilal Oswal +
Nirmal Bang +
Pace +
Proficient +
Phillip Capital
Religare +
RMoney +
R.k. Global Shares & Securities +
Prabhudas Liladhar +
ShareKhan +
ShriRam Insight +
South Asian Stocks +
Standard Securities +
Tata Securities +
Ventura +
Zerodha +
Miscellaneous Import
Import Transactions from CSV files
Import Transactions from Odin Transaction File
Import of Transactions using Trade Book
Import of Transactions using Contract Notes
Portfolio Views
Holdings View
Quotes View
Technicals View
Fundamentals View
Capital Gain/Loss Analysis
Intraday/Short Term/Long Term /F&O Capital Gain/Loss Calculation
Export Capital Gain/Loss Report to CSV
View Portfolio position on any Date in past
Group Scrips by Portfolio or Portfolio-Accounts
View Buy/Sell Transactions on Chart
Adjust Portfolio for Stock Splits, Dividends
Buy and Sell a Stock from Chart
Show Stop Loss Line on Chart
View Holdings of specific scrip
Margin Account
            +  = Only HTML Supported
            +  = Only PDF Supported