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Learn how to set up your account and start tracking investments
Add, edit, and organize your investments across categories
Generate reports and understand performance metrics
Manage your profile, users, and subscription
Learn about data security and privacy features
Solutions to common problems and errors
Visit our pricing page, choose a plan, and contact us. After payment verification, we'll create your account and send login credentials within 24 hours.
Yes! You can manually enter your investments or use our bulk import feature (CSV/Excel). For large portfolios, we offer assisted data migration.
Navigate to the appropriate portfolio, click "Add Investment", select the category (e.g., Mutual Fund, Stock), and enter the details. Our system will guide you through the process.
Entity: A legal entity like an individual, HUF, or company.
Group: Logical grouping of entities (e.g., nuclear family).
Portfolio: Collection of investments within an entity (e.g., retirement portfolio).
XIRR (Extended Internal Rate of Return) is calculated using the Newton-Raphson method, considering all cash flows (investments and redemptions) with their exact dates.
Yes! You can add users with different permission levels. Create a "Viewer" or "Editor" role for your advisor without giving full admin access.
Go to Reports → Tax Reports, select the financial year, and choose the report type (Capital Gains, Dividend Income, etc.). You can export to PDF or Excel.
Your account is disabled but data remains secure for 90 days. You can renew anytime during this period to regain access. After 90 days, data may be archived.
Yes! We use 256-bit SSL encryption, secure servers, regular backups, and follow industry best practices. Your data is never shared with third parties.
Yes! You can track investments in foreign stocks, bonds, real estate, and more. The system supports multiple currencies with automatic conversion.