Invest Plus – Pricing

The best time to start was 5 years ago, the second best time is TODAY!

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FREE

0

  • Investor Portfolio
    1
  • Yearly Renewal
    Free
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FAMILY

2,000

  • Investor Portfolio
    4
  • Yearly Renewal
    ₹2,000
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FAMILY +

2,400

  • Investor Portfolio
    12
  • Yearly Renewal
    ₹2,000
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INVESTOR

3,000

  • Investor Portfolio
    12
  • Yearly Renewal
    ₹2,600
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INVESTOR +

5,000

  • Investor Portfolio
    50
  • Yearly Renewal
    ₹3,500
+ GST extra as applicable
What you get with this Portfolio Management Software

Features List

 

PARTICULARS FREE FAMILY FAMILY + INVESTOR INVESTOR +
           
Portfolio Master
Group Master
Period Master
Switch Portfolio
Switch Period
Address Book
View Reminders
Dashboard
Print Reminders
           
ACCOUNTS          
Account Master
Account Group Master
B/S Order & Schedule
Bank Receipt/Payment
Cash Receipt/Payment
Contra/Journal Entry
Credit Card Entry
Transfer to Capital AC
Bank Reconciliation
Multiple Bank/Cash Entry x
Multiple Debit/Credit Entry x
Multiple Daily Entries x
Schedule Transactions x
Bank Statement Import x
Bank/Cash Summary
Cash Book/Bank Book
Monthly Summary
Ledger
Journal Register
Group wise account - group report
Account Group Member Report
Account Member Report x
Income & Expense
Balance Sheet x
Trial Balance Opening
Trial Balance Detailed
Trial Balance Zoom
Quick Transactions
           
ANALYSIS          
Budget
Compare Budget with Actual Expenses
Budget Graph
Budget Summary
Compare Members Accounts 
Investment (graph)
Industry wise scrip (graph)
Future Estimation
           
ASSETS          
Assets Purchased
Assets Sold
Asset Depeciation
Asset Listing
Asset Maintenance
Asset Free Service
Asset Partner Valuation
Asset Depreciation Report
           
LOANS          
Lended Loan
Borrowed Loan
Lended Loan Report
Borrowed Loan Report
Mortgage Loan Report
Interest Ledger
           
INVESTMENTS          
Fixed Deposits
Fixed Deposit Report
Fixed Deposit Interest Accrued
Fixed Deposit Interest Received Report
Fixed Deposit Withdrawal Report
Companywise Fixed Deposit Report
Certicate & Bonds
Certicate & Bonds Reports
Insurance Policy
Policy Report
           
STOCK MARKET SECURITIES          
Scrip Master
Portfolio
Broker Master
Demat Master
Cost Inflation Index
Opening Stock
Broker Bills
Import Broker Bill x
Daily Scrip Rates
Merge Scrip
Demerge Scrip
Split
Bonus
Transfer Stock
Share Dividend
Share Application/Allotment 
Demat Entry
Buy Back
Scrip Status 
Share Trading
Short Term/Long Term Capital Gain Report
Share Speculation
Scrip Rate Summary Report
Share Valuation
Closing Stock/Opening Stock Statement
Demat Register
Share Application/Allotment Report
Share Buyback Report
Merge Scrip Report
Demerge Scrip Report
Split Scrip Report
Bonus Scrip Report
Demat Transfer Report
Share Dividend Report
Negative Stock List
Monthwise Scrip Purchase/Sale Report
Monthly Profit Analysis
Advance Tax Estimation (Share Trading)
Portfolio Stock Summary Valuation Report x
Odd Sale List
Trading Profit & Loss Report
Investment Report
Industries Report
Broker Bill Summary Report
Portfoliowise Gain Report
Closing with Future Rate
Update Scrip Master
Update Daily Rate
 
           
FUTURES & OPTIONS          
F&O Trade Master x x x
F&O Trade Position x x x
F&O Opening Stock x x x
F&O Bill x x x
Import F&O Bill x x x
F&O Rate x x x
Trade Status x x x
Current Holding x x x
F&O Speculation Report x x x
F&O Valuation Rpeort x x x
F&O Opening Stock Report x x x
Trading Report x x x
Advance IT Estimation (F&O) x x x
F&O Margin Report x x x
F&O Turnover Report x x x
F&O Report x x x
Broker Report x x x
Trade Report x x x
Bill Summary Report x x x
           
MUTUAL FUNDS          
Mutual Fund Master
Manage Mutual Fund
Mutual Fund Opening Stock
Purchase Mutual Fund
Investment Plan
Sold Mutual Fund
Switch in Mutual Fund
Mutual Fund Dividend
Mutual Fund NAV
Import Mutual Fund Data x
Mutual Fund Status Report
Mutual Fund Opening Report
Mutual Fund Purchase Report
Mutual Fund Sale Report
Mutual Fund Stock Report
Mutual Fund Gain Report
Mutual Fund Valuation
Mutual Fund Investment Report
Mutual Fund Trading Report
SIP Summary Report
Mutual Fund Sector Report
Mutual Fund Switch In Report
Mutual Fund Dividend Report
           
UTILITIES          
Back Up
Rebuild Data
Copy Account Master
Broker Bill Expense
Match List
Delete Multiple Transactions
Statistical Report
Merge Broker
Merge Demat
Merge Scrip
Merge Account
User Master
Help
Manage Plugin
Preferences
           
LAN (₹1000 per PC)

 

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