I Record for Accounting and Portfolio Management

i-Record is share accounting and portfolio management software aimed at investors and traders in India, covering asset classes including stocks, futures and options, commodities, mutual funds, IPO, bonds, fixed deposits, PPF, NSC and insurance. It supports multi-broker share accounting, letting users bring together transactions from different brokers, and includes an auto-import feature that can pull data from bank and mutual fund statements and broker contract notes from more than 2,800 sources. The software produces reports formatted for income-tax return filing, including capital gains and losses, XIRR, holding-period return and compound annual growth rate figures, together with historic valuations. It also includes journal, trial balance and annual balance sheet tools intended to help users track expenses and manage accounting tasks without spreadsheets, aimed at people who currently rely on manual records.