InvestBooks lets Investors & Traders Import data from any broker seamlessly,Read More Track investments/trades in Equity, Mutual Funds, F&O (equity/commodity/currency) for yourself or your whole family, Calculate all types of gains and Generate reports for end to end visibility.
If you are a Wealth Professional, InvestBooks can help you offer investment accounting services to your clients.
Investbooks was formerly known as xPac and is developed by Caprisoft
.png){kind=spacer}
No manual data entry for 95% of the process.
Get Accurate Short & Long Term and Speculative Gains across Multiple Brokers.
Keep Track of Delivery & Speculative Trades.
Seamlessly Export Contracts & Bankbook to Tally.
Reconcile with Broker Ledger.
No Manual Data Entry for 95% of the Process
Rohan is a frequent Equity and Mutual Funds investor and he also invests on behalf of his family members.Read More
They use multiple Brokers for Equity while their MF data is in CAMS.
Rohan's number one priority is to have complete visibility over the entire investment portfolio & gains for himself as well as his entire family.
Using InvestBooks, Rohan can import stock data from various Broker contracts and MF data from CAMS statement.
InvestBooks gives him visibility over consolidated positions of his entire family for Stocks, MFs, Booked Profits & mark to market for open positions.
Further, he is able to export all of this to Tally with the click of a button, without any manual data entry!
Dhruv is a trader who trades in F&Os in the Equity, Currency and Commodity segments and uses multiple brokers.Read more
He needs a consolidated view of his positions and profits across multiple brokers.
He uses InvestBooks as a central system for tracking his open positions and trades across brokers.
Dhruv imports Equity and F&O contracts to get open positions and mark to market. InvestBooks also helps him maintain F&O accounts, used at the time of auditing books.
Deepak is a Wealth Professional (CA or jobworker) who wants to provide Investment Accounting as a value added service to his clients. Read more Deepak has clients using various brokers and they need visibility on their long term capital gains. Deepak wants to help clients file their IT returns using inputs from the investment accounting service. He used InvestBooks to easily import contracts of clients from any broker & work out their long term capital gains. InvestBooks also generates gain reports which can be shared with clients and Deepak uses them for populating forms in the IT returns filing software.
Sunil is a Day trader who does a large number of trades everyday to the extent that share trading is his business. Read moreHe also occasionally invests in stocks. Sunil needs to maintain stock info for investment and day trading separately. The profits for delivery trades and day trades also need to be calculated separately. InvestBooks helps him do exactly that. Moreover, InvestBooks also helps him calculate closing stock valuation and carry forward as per IT rules at the end of the year.
Top