Invest Plus Free Portfolio Management (manager) Software Features

All-In-One Portfolio Manangement Software

We have developed Invest Plus by understanding Indian investor and their financial behavior, be it an individual investor, professional, family office or advisor Invest Plus is for All.

You don’t require to be Accounting or financial expert to manage your finances, Invest Plus made it easy for everyone who is not even a professional financial expert. By only spending 15 min a week you can manage your Investment, portfolio, and finances in Invest Plus Software.

Portfolio Management has never been easier thanks to these features...


Invest plus makes accounting everyone’s cup of tea. We made the difficult accounting much easy with all the features and you can manage it without any professional help.

InvestPlus Software Gives facility to maintain all the details of accounting and recording transactions “Just Import your Bank statement and all work done in 2 clicks”

  • Daily Entry
    • Bank Receipt/Payment
    • Cash Receipt/Payment
    • Contra/Journal Entry
    • Credit Card Entry
    • Multiple Bank/Cash Entry
    • Multiple Debit/Credit Entry
  • Annual Statements
    • Trail Balance
    • Income & Expense
    • Balance Sheet
  • Accounting Reports
    • Bank/Cash Books
    • Bank/Cash Summary
    • Monthly Summary
    • General Ledger
    • Journal Register
    • Groupwise Report
  • Trail Balance
    • Opening
    • Detail
    • Zooming

    Budget & Financial analysis

    Invest Plus makes it easier for you to achieve larger financial goals. By always knowing your overall financial status it will take care of small details and will help you to estimate your budget plan and other expenses.

    • Budget
    • Budget compare with actual
    • Graph
    • Budget Summary
    • Compare Accounts
    • Investment Graph
    • Industries wise Graph
    • Future Estimation

    Asset management

    Get a clear picture of all your assets and create a detailed report of depreciation, maintenance, valuation, listing etc. in a single software. Manage your assets well. Keep yourself updated with each and every single detail of your assets along with its depreciation in Invest Plus.

    • Assets Purchase/Sell
    • Assets Depreciation
    • Assets Maintenance/FreeService
    • Assets Listing Report
    • Assets Maintenance Report
    • Assets Free Service Report
    • Partnetwise Valuation
    • Assets Depreciation Report

    Loan and Mortgage

    Manage loan and mortgage effortlessly. Invest Plus lets you avoids the biggest mistake in investment and provides automation in all your entries. Select the monthly transaction and loan payment and manage everything.

    • Loan Borrowed / Lended
    • Manage Loan Against Assets
    • Manage Loan Installment with calculation & reminders
    • Auto linking of payment to account
    • Detail Reporting
    • Assets Mortgage Loan Report
    • Ledger Interest Calculator

    FD, Bond and Insurance

    Managing your Fix deposit and insurance policy of your family doesn’t seem easier but Invest Plus makes the easy. It covers all your basic financial transactions or any deposits and provides you more output in less entries. Get clear picture of your investment with advance reporting including due date reminder and accrued report.

    • Fixed Deposit
    • Certificate & Bonds
    • Insurance Policies
    • Auto Linking of FD Interest receipt to account
    • Auto Linking of Insurance Installment payment to account
    • Auto reminder for Premium Due date
    • Fixed Deposits Interest Accrued Report
    • FD Withdrawal Report
    • Company wise FD Report
    • Certificate & Bonds Report
    • Policies Report

    Stock market

    We have made it easy for you to manage your stock market as the software takes care of all your transaction report. Invest Plus is smart enough to record all reports and provide it to you when needed. Directly import broker bill from 400 brokers with 2 click and it’s done.

    • Transaction
      • Opening Stock with excel file import
      • Broker Bill
      • Broker Bill Import
      • Merge Scrip
    • General Reports
      • Scrip Status
      • Share Trading
      • Short / Long Gain Report
      • Speculation Report
    • Advanced Report

        • Monthly Scripwise Purchase Sale Report
        • Negative Stock List
        • Monthly Profit Analysis
        • Odd Sale List
      • Action Report
        • Merge Scrip Report
        • Demerge Scrip Report
        • Split Scrip Report
        • Bonus Scrip Report

    Future & Option

    Toughest part is to manage F&O accounting, we made it simple by just importing contract note in to software, and software takes care of rests.

    • Trade Master
    • Select F&O Trade
    • F&O Opening Stock
    • F&O Bill
    • F&O Bill Import
    • F&O Rate
    • Trade Status Report
    • Current Holding Report
    • Speculation Report
    • Valuation Report
    • Opening Stock Report

    Mutual Funds

    Manage your mutual fund without any entry directly import data from your mutual fund provider, you don’t have to be expert to manage your SIP records and ledger accounts, Daily NAV update gives you mutual fund portfolio valuation.

    • Mutual Fund Import
      • Common Excel File Import
      • CAMS File Import
    • Mutual Fund Master
    • Opening Mutual Fund
    • Purchase Mutual Fund
    • Investment Plan (SIP)
    • Sold Mutual Fund
    • Switch In Mutual Fund
    • Mutual Fund Dividend (Reinvestment)
    • Mutual Fund NAV
      • Reports
    • Fund Staus Report
    • Opening Stock Report
    • Purchase Report
    • Sale Report
    • Stock Report
    • Gain Report with Percentage
    • Valuation Report
    • Investment Report
    • Switch In Report

    Other Useful Features and Organizer

    Besides these Invest Plus also provides other features as a bonus to the users. Without any professional help an armature can also handle invest plus and feed their information in it.

    • Backup / Restore data
    • Copy Account Master
    • Delete Multiple Transactions
    • User Master with User Right & Favorites Shortcuts
    • Full Detail Help File

    You can try Invest Plus portfolio manager software Free Version For Life-Time.

    The software is for everyone be it family, professionals or investors. We are always here to assist you. For more instance drop us a message or give us a call on 8000006688

    “The Fastest and the Smartest way of Managing, tracking and Accounting your Investment.”