This software functionality enables users to input information regarding cash receipts, cash payments, bank payments received or made, and the buying or selling of shares. Furthermore, it includes a unique feature to import the bank pass book and broker contract note directly from the bank or broker website
Any stocks purchased or sold can be entered here by generating vouchers with a distinct broker code, scrip code, quantity, price and other such details
Intra-day trades executed on a particular day can be entered here by generating vouchers with a distinct broker code, scrip code, scrip name, quantity, and purchase & sale price
Encompasses the preparation and submission of various financial statements and reports which are required to assess the financial health of an individual. These reports can also be used to fulfil tax & legal requirements, thereby ensuring compliance with local laws and regulations
Offers a consolidated view of financial statements for all family members presenting trial balances, account summaries, ledgers, funds inflow or outflow, script summaries and more in a unified format.
Provides comprehensive information on squared-up gains (losses), short-term profits (losses) and long-term gains (losses) which are necessary for filing income tax returns for individuals
Grandfathering report can be generated for all the tax payers in the family in accordance with the appliable income tax laws
Users can track the bank balance of all the members in a single view across multiple banks and bank accounts
Tracks closing portfolio of the equity scripts by each member of the family including details like script name, quantity, price purchased, market price and market value
Users can access detailed reports for each script including information such as opening and closing units, sales and purchases made as well as booked and unbooked profits (losses) across multiple years
Track details like opening & closing stock, script wise summary, demat ledger and broker wise stocks across both cash and F&O segments
Provides individuals with real-time view of their financial health, ensuring accurate tracking of income, expenses and investments across segments
Simplifies the tax reporting process, allowing individuals to easily generate tax reports and file their taxes in a timely manner
Enables individuals to track their investment performance across multiple markets and manage their investment portfolios efficiently
Facilitates the tracking of financial statements, tax reports, equity reports, bank statements, and other investment reports for all family members in a centralized location.
