Portfolio Management
Manage Stocks, F&O, Commodities, Mutual Funds, IPO, Bonds, FDs, PPF, NSC, Insurance & more in one unified dashboard.
Multi-Asset
India's Most Trusted Portfolio Software
Smart Share Accounting
& Portfolio Management
i-Record brings fintech-grade intelligence to your investments. Manage Stocks, F&O, Mutual Funds, Capital Gains & more — all in one platform trusted by 10,000+ investors.
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Trusted by 10,000+ investors across India
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Trusted Partners
Trusted by Clients
Trusted by Indian HNIs, Chartered Accountants, Stock Brokers and India's prominent Family Offices
Crafted For
Crafted for Indian Capital
Markets Community
Investors
Individual equity investors managing their own portfolios with precision
Chartered Accountants
CAs managing capital gain statements and tax filings for multiple clients
Family Offices
Wealth management teams tracking multi-asset family portfolios
Wealth Managers
Professionals advising HNI clients on portfolio performance & compliance
About i-Record
Complete Share Accounting & Portfolio Management Solution
Built keeping you in mind — Managing portfolio or share accounting is a daily exercise. Delegate it to i-Record and live a peaceful life. Trusted by investors, traders & CAs across India.
Read Our StoryMulti-Broker Integration
Auto-import from 2800+ brokers, banks & mutual funds with one click
ITR-Ready Capital Gain Reports
XIRR, HPR, CAGR & full income-tax compliant reports on the go
100% Income-Tax Compliant
Always updated as per latest IT amendments & requirements
20+
Years of Trust
Features
Everything You Need to Manage
Your Investments
A complete portfolio management & share accounting solution. All features — Unlimited!
Multi-Broker Share Accounting
Organize multi-broker share market transactions with easy one-click Auto-Import facility for contract notes.
Auto-ImportImport Feature
Import Bank & Mutual Fund Statements, Broker Contract Notes & more — with 2800+ sources supported.
2800+ SourcesCapital Gain / Loss Report
ITR-format Capital Gains/Loss Report, XIRR, HPR & CAGR Reports, Historic valuation — on the go.
ITR ReadyJournal & Balance Sheet
Track expenses with Journal, Trial Balance & Annual Balance Sheet. No more excel sheets or manual errors!
AccountingCompliance & Tax Ready
Your Annual Reports are always as per the latest Income-Tax amendments & requirements. Zero compliance stress.
Tax CompliantWhy iRecord
Benefits You Won't Find Anywhere Else
Designed for serious investors, traders, and financial advisors across India.
01
Advanced Fin-tech Auto Import
With i-Record's Auto Import Facility, organize & manage your daily Share Accounting from Multi-Brokers hassle-free — all integrated through i-Record software.
02
Perfect 10 on Compliance
Increasing regulations call for stricter compliance. We've made sure your Accounting & Annual Reports are as per the latest amendments & requirements of INCOME-TAX.
03
Easily Manage Your Finances
Managing Portfolio & Taxation is hard. We've made this a breeze. Just focus on your Trading and Business — Relax, we've got your back!
04
Get Better Organized
Track Portfolio or Share Transactions, manage Journal, Trial Balance and Annual Balance Sheet. No more excel sheets. No more manual errors!
Testimonials
What Our Customers Say
Trusted by thousands of investors, traders, and financial advisors across India.
"I was searching for All-in-One accounting software for Stocks/Commodity/Bonds. Got the demo and immediately purchased iRecord. It saved my time & lessened my workload completely."
"Very user-friendly, purposeful and competitively priced with value-added features. Support team is very helpful, appreciable and worth the price."
"Saved countless hours! Very easy to import contract notes, bank statements and create P&L. It helped me produce 20 days work in 3 hours and also helped save tax!"
"iRecord Sync is the future of Indian investors. It's helping me manage my portfolio as well as my clients' portfolios seamlessly. Very happy with the software!"
"Best Portfolio Management & Share Accounting software. No manual entries — automatically imports Contract Notes of multi-brokers & gives Capital Gain/Loss reports instantly."
"I strongly encourage all investors to try this. It's proved to be a refreshing change in managing daily operations — made by financial experts themselves!"