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  • About Software
  • Features
    • Personal Accounting
    • Budget & Financial Analysis
    • Asset Management
    • Loan and Mortgage
    • Fixed Deposit & Bonds
    • Insurance & Policies
    • Stock Market Portfolio
    • Future & Option
    • Mutual Funds Portfolio
    • Utilities
  • Pricing
  • Import
    • Stock Market Broker List
    • Futures & Options Broker List
    • Mutual Fund List
    • Bank List
  • Resources
    • User Guide
    • Knowledge Base
    • Invest Plus – Video Tutorials
    • Personal Finance Blog
  • Contact
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Create New Portfolio

When Login Screen appear click on setup button.

Click On New Data File Button and follow Wizard

Getting Started
  • Installation
  • Registration
  • System Requirements
  • Know about Controls
New Portfolio Setup
  • Create New Portfolio
  • IP Pre Setup Wizard
Portfolio
  • Portfolio Master
  • Group Master
  • Period Master
  • Change Member
  • Change Period
  • Address Book
  • View Reminder
  • Desktop
  • Print Reminders
Accounts
  • Account Master
  • Account Group Master
  • Balance Sheet Order Schedule
  • Daily Entry
  • Schedule Transactions
  • Bank Transactions Import
  • Quick Transaction
Analysis
  • Budget
  • Budget Chart
  • Accounts Compare
  • Chart
Assets
  • Asset Purchase
  • Asset Sold
  • Asset Depreciation
Loan
  • Borrowed Loan
  • Lended Loan
  • Ledger Interest
Investment
  • Certificates & Bonds
  • Fix Deposit
  • Insurance Policy
Securities
  • Master
  • Opening Stock
  • Broker Bills
  • Import Broker Bills
  • Daily Rate
  • Corporate Actions
  • IPO
  • Direct Demat Entry
  • Buy Back
Future & Option
  • Trade Master
  • Select F&O Trade
  • F&O Opening
  • F&O Bill
  • Import F&O Bill
  • F&O Rate
Mutual Fund
  • Mutual Fund Master
  • Manage Mutual Fund
  • Opening Mutual Fund
  • Mutual Fund Purchase
  • Investment Plan
  • Mutual Fund Sold
  • Mutual Fund Switch In
  • Mutual Fund Dividend
  • Mutual Fund NAV
Utility
  • Backup
  • Rebuild Data
  • Copy Account Master
  • Broker Bill Expenses
  • Match List
  • Delete Multiple Transactions
  • Statistical Report
  • Preferences
  • Manage Plugins
  • User Master
Support Number: +91 80000 06688 | Mon-Fri: 9:30AM to 6:30PM | Sat: 9:30AM to 2:30PM (Business Hours)
All you need to manage your finances at one place.

Start using Invest Plus Today

(No Payment Required)

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Portfolio Management Software


About Software

About Us

Features

Download

Pricing

Contact

Resources


User Guide

Knowledge Base

Video Tutorials

Personal Finance Blog

Terms of Use

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