Everything You Need to
Manage Wealth. Precisely.
From portfolio tracking to tax-ready capital gains reports — iRecord covers the entire investment management lifecycle for Indian investors, CAs and wealth professionals.
Data Security
Protect every piece of data with modern tools but old-school offline operations.
Track & Control Multi-Asset Investment Portfolio
Manage investments across Equities, F&O, PMS, Commodities, Mutual Funds, NPS and many other asset classes.
Intuitive Dashboard to View Family Investments
Seamlessly aggregate all your data in one place for different entities and PANs across families and investor groups.
Import Data from Any 2,300+ Brokers & Banks
One-click imports from over 2,300 data sources — brokers, banks, fund houses and depositories.
Monitor Valuations & Corporate Actions
Stay updated with live market prices and corporate action adjustments applied automatically.
Integrated Accounting for Investments & Personal Accounts
Full double-entry accounting integrated with your investment portfolio — bank reconciliation to final statements.
Automated Reports for Tax Season
Everything you need for a stress-free tax season — capital gains, advanced summaries and tax-software ready exports.
Capital Gains in Income Tax Return Format
Accurate, ready-to-file capital gains reports for all secondary market asset classes.