Portfolio reporting, made operational.
Normalize broker reports, review client financials, and export analysis-ready workbooks from one controlled workspace.
REPORT INTAKE
Upload reports
Supports Angel One, Groww, Upstox, Zerodha, and approved generic formats.
PROCESSING JOBS & MARKET DATA
Processing details
Search and configure only the client reports that need attention.
CLIENT PORTFOLIOS
Client financial overview
Select one client to review financial values and canonical positions.
| Client name | Broker | Invested amount | Cash balance | Uploaded client P&L | Total option ATV | Expected profit % | |
|---|
ALL POSITIONS
Position register
| Status | Client | Name | Expiry | Strike | Type | Classification | Action | Lots | ATP | LTP | Spot price | Gain / Loss | IV | TV | ATV |
|---|
BULK CLIENT FINANCIAL UPDATES
Update client financial information
Download the template, upload completed values, review matches, then apply once.
REPORTING
Exports
Apply saved client details before downloading your latest report.