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Fund Accounting Software

I Record for Accounting and Portfolio Management

Share accounting and portfolio software for investors in India and traders who use several brokers

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About I Record for Accounting and Portfolio Management

I Record for Accounting and Portfolio Management, also called i-Record, is software built in India for investors and traders. It keeps share accounts and portfolio records in one place, even when trades are spread across more than one broker.

What I Record for Accounting and Portfolio Management offers

  • Multi-broker accounting: combines transactions from different brokers.
  • Auto-import: reads bank and mutual fund statements and broker contract notes from over 2,800 sources.
  • Asset coverage: equities, derivatives, commodities, mutual funds, new share issues, bonds, deposits, PPF, NSC and insurance policies.
  • Tax reports: capital gains and losses formatted for income-tax return filing.
  • Performance figures: XIRR, holding-period return, compound annual growth rate and historic valuations.
  • Bookkeeping tools: journal, trial balance and annual balance sheet.

Customers and markets

It is aimed at investors and traders in India who currently keep manual records or spreadsheets.

Key facts

  • Origin: made in India.
  • Import sources: more than 2,800.

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

As of 2026-10-26. Organic ranks only; sponsored placements are never ranks.

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