Stop juggling spreadsheets. Track applications across all the demat accounts you manage — allotments, settlements, profit & loss and collections — in one premium workspace.
1-month free trial · No credit card required · Set up in under 2 minutes
From application to allotment to final settlement — the whole lifecycle, tracked and reconciled automatically.
Upcoming, open and closed IPOs with GMP, subscription numbers, price bands and listing dates — always sorted and always current.
Manage applications across family members, HUFs and client accounts. Every demat account gets its own history and P&L.
Invite your team with granular permissions — admins, editors and view-only members. Sensitive account data stays locked down.
Track what's funded, what's blocked, what's collected and what's still owed — per application, per account, per IPO.
Download a pre-formulated Excel sheet with dropdowns, fill allotments offline, and re-import. Profit & collections auto-calculate.
Profit trends, allotment ratios, per-account performance and pending collections — exportable and always up to date.
Register in under two minutes. Your private workspace comes with roles, permissions and a live IPO calendar out of the box.
Add every demat account you manage, then log applications against any open IPO in seconds — funding method, amount and all.
Update allotment results in-app or via Excel. Watch settlements, collections and P&L reconcile themselves on your dashboard.
Every plan starts with a 1-month free trial — full access, no credit card. Upgrade when your workspace grows.
For individual investors tracking their own family accounts or small portfolios.
For serious investors and families managing many accounts.
For advisors, brokers and firms managing client portfolios at scale.
A workspace is your private, isolated space inside the app. It holds your demat accounts, IPO applications, reports and team members. Data in one workspace is never visible to another — perfect for families, teams or advisory firms.
Yes — that's exactly what it's built for. Add any number of demat accounts to your workspace and log applications against each. Every account gets its own application history, allotment record and profit & loss.
For any IPO, download a pre-built Excel sheet listing all your applications. It ships with dropdowns for allotment and settlement status plus built-in formulas for profit and collections. Fill it offline, upload it back, and everything syncs in one go.
Every workspace is fully isolated with strict tenant-level scoping, and access inside a workspace is controlled by roles and permissions. Sensitive account credentials are only visible to members you explicitly authorize.
No. Every plan starts with a full-access 1-month free trial and no card is asked for upfront. Charges only begin after your trial ends and you choose to continue.
Anytime. Your data stays intact when you change plans — limits simply adjust to the new tier.
Join investors who track every application, allotment and rupee of profit without the manual work.
Create your free workspace