Skip to content
For investors, advisors and CAs who’ve outgrown their record-keeping

One ledger for all your
investments

GrowProfit reads your broker, mutual fund and bank statements and turns them into one record: valued every day, with real returns, capital gains worked out, and the source behind every number.

Net worth · Gupta family

₹2.49CrToday −0.45%

  • Read-only. Never trades.
  • No investment advice
  • Every report yours to download

The GrowProfit dashboard for the Gupta family: net worth ₹2.49 crore across four members, with a year's chart, today's change, overall gain, XIRR 13.8% and allocation by asset class. Selecting a member shows their own figures. Beside it, the phone app and a read-only link for their CA. The import behind it read 1,284 rows, refused 2 duplicates and guessed no values.

Dashboard

Gupta family

as of 30 Sep 2026 · FY 2026–27

Current value

₹2.49Cr

Today

−₹1,12,000

−0.45%

Overall

+₹62.23L

+33.4%

XIRR

13.8%

Net worth+₹18.42L (+8.0%)

₹2.55Cr₹1.68Cr
Net worth Invested

Link for your CA Read-only

Realised gains · FY 2025–26

Ends 30 Oct · opened 2 days ago

This import

  • Rows read1,284
  • Matched1,282
  • Duplicates refused2
  • Lots matched214
  • Values guessed0

Who is GrowProfit for?

Every statement in. One view out.

Investors, families, family offices, advisors and CAs. Pick who’s looking: what goes in, the view in the middle and the answers coming out change with you.

Where it lives today

  • Ravi’s tradebooks2 brokers · CSV
  • Anita’s mutual fundsCAS · 9 folios
  • HUF contract notesBroker B · FY 2025–26
  • Meera’s PPF passbookMinor · guardian Ravi
  • Family gold and propertyValued by you
Gupta familyAll members

Net worth, valued today

₹2,48,63,400

Equities · funds · fixed income · gold · property

  • RaviIndividual₹1,12,40,000
  • AnitaSpouse₹68,40,000
  • Ravi Gupta HUFHUF₹41,20,000
  • MeeraMinor₹26,63,400
  • XIRR · 3 years

    13.8%TWRR 12.9%
  • Capital gains

    FY 2025–26Ready to review
  • Link for your CA

    Read-onlyEnds 30 Oct

Illustrative views. Figures are examples, not anyone’s data.

See what it does for families

What is GrowProfit?

Statements that never spoke to each other

This is what keeping track of a portfolio looks like today: nine places, and none of them agree.

Now they speak as one.

GrowProfit reads every one of them and turns them into one record you can trust.

GrowProfit

Dashboard

Gupta family · as of 30 Sep 2026 · FY 2026–27

tradebook_FY26.csv imported. 1,282 rows matched to your holdings, 2 duplicates refused, nothing guessed.

Net worth

+₹18.42L (+8.0%)
Current value
₹2.49Cr
Today
−₹1,12,000−0.45%
Overall
+₹62.23L+33.4%
XIRR
13.8%
₹2.55Cr
₹1.68Cr
30 Sep 2025 Net worth Invested30 Sep 2026

Allocation

₹2.49Cr4 asset classes
  • Stocks & ETFs41.0%₹1.02Cr
  • Mutual funds37.7%₹93.71L
  • Fixed income14.8%₹36.71L
  • Gold6.6%₹16.30L

What changes

See the source behind every number, and the story behind every return.

Four questions sit behind every portfolio, whether it’s yours, a family’s or a client’s. Today each one takes an afternoon of exports and a spreadsheet. Here’s how GrowProfit answers each one, with every figure traced to where it came from.


01 · The real total

What is it all worth, together, today?

TodayLog in to every broker, fund house and bank, then add it up in a spreadsheet that’s out of date by Monday.NowEvery holding across accounts and asset classes, valued each day. See it all at once, or one person, entity or client in a click.
  • Individuals, HUFs, trusts and client books, each with its own books
  • Groups that roll up the portfolios you choose
  • Deposits, gold and property in the same total

All portfolios · 4 entities

₹2,48,63,400
  • Individual₹1,12,40,000
  • Spouse₹68,40,000
  • HUF₹41,20,000
  • Trust₹26,63,400

02 · What it earned

What did the money actually earn?

TodayA broker shows a gain. It doesn’t show what that gain means per year, across every account.NowXIRR over any period or asset class, for what your money earned. TWRR beside it, for how the portfolio performed.
  • Pick the period, the portfolio or the asset class
  • Allocation across everything you own
  • Gaps flagged with the reason, never filled with a guess

All portfolios · 3 years

XIRR

13.8%

What your money earned

TWRR

12.9%

How the portfolio did

—Gold ETF: no price today, so it isn’t guessed

03 · What’s owed

What’s owed in capital gains this year?

TodayCollect contract notes and CAS files, then match buys to sells by hand, first in, first out.NowCapital gains for each financial year and each entity, worked out from the lot ledger and ready to review with a CA.
  • Short and long term, per financial year and per entity
  • A Schedule 112A layout to work from
  • Marked “not filing-grade” until the tax rules are signed off

Capital gains

FY 2025–26

Short-term gains₹1,84,200
Long-term gains₹6,12,750
Lots matched214
  • Schedule 112A layout Excel PDF
Not filing-grade · review with your CA

04 · Your CA

Can the CA see it without another email?

TodaySpreadsheets go back and forth by email. Nobody is sure which one is current.NowOne read-only link to exactly the reports a CA needs, yours or your client’s. It ends on a date you set, or the moment you revoke it.
  • Scoped to the portfolios and reports you choose
  • 30 days by default, 90 at most
  • Every open is logged: never opened, or last opened when

Share with a CA

growprofit…/shared/7Kq2·····Copy

Can see

  • Realised gains
  • Holdings statement
  • Transactions
Access
Read-only
Ends
30 Oct
Last opened
2 days ago

Revoke access

Product pictures use illustrative portfolios. Figures are examples.

Is GrowProfit secure?

Read-only by design. Locked down by default.

GrowProfit only reads the statements you give it. It can’t trade, it doesn’t advise, and it never fills a gap with a guess. Everything it holds sits behind six layers, so you don’t have to take our word for it.

How your data is protected

GrowProfit’s access to your account

Read-only
  • Read the statements you uploadAllowed
  • Place a tradeNot possible
  • Move your moneyNot possible
  • Give investment adviceNever
  • Guess a value it can’t knowShows “—”
  • Charge to download your reportsNever
  • Let support see your accountOnly if you grant it

There’s no trading or payment connection to switch on, so this access can’t be widened by a setting.

  • Sign-in

    Argon2id passwords, authenticator two-factor, and no SMS codes to swap.

  • Upload

    Scanned for malware, then read offline with no database credentials.

  • Storage

    Row-level security on every table. PAN, birth date and phone encrypted per person.

  • Sharing

    Read-only CA links, scoped to what you pick, ending in 30 days by default.

  • Support

    Only if you grant it: read-only, for 24 hours at most, and revocable.

  • Audit log

    Append-only and chained, re-verified every 5 minutes. Every read names both people.

Always

  • A preview before anything is recorded
  • The file and row behind every transaction
  • Undo a whole import in one step

Renewal due on a tracker you’ve outgrown?

Pay for the software. Not for your portfolio.

If your renewal went up because your investments crossed a value limit, you’re paying a fee for doing well. Import your years of history from your brokers’ own statements, check each import before it’s recorded, and keep one price however much you grow.

Renewal check

Value of your investments today

₹18 Cr

₹25 Cr plan limit

A value-capped plan

Crosses in ~3 years

At 12% a year, measured on current value, not cost.

GrowProfit

Same plan, same price

At ₹18 Cr, or ten times that.

The limit is as one popular tracker’s pricing page states it. Growth is an assumption, not a forecast.

  • A plan capped by the current value of your investmentsPriced for the software. No portfolio-value limit.
  • Renewals that jump several-fold as you growEvery price published before anything is charged.
  • Sold holdings still showing, and figures you can’t checkEvery figure traced to its file and row. Unknowns show “—”.
  • Fixes that need someone remoting into your computerNothing to install. Support sees your account only if you allow it, read-only, logged.
  • Statement imports that fail halfway throughA preview before anything is recorded, and any import can be undone.

Switch without starting over.

Years of transactions, read from your brokers’ own reports by 500+ templates, and shown in a preview before anything is recorded.

  1. 1Download your statementsTradebooks, contract notes and statements from each broker, fund house and bank you use, for the years you want to bring.
  2. 2Upload them as they camePick each report’s template and upload the file. PDF, Excel or CSV, no reformatting.
  3. 3Check the preview, then confirmEvery transaction is listed before anything is recorded, duplicates are left out, and a whole import can be undone in one step.

Import preview

Ready to confirm

Zerodha · Tradebook · FY 2024-25

Transactions read1,284
Duplicates left out12
To record when you confirm1,272

An illustrative preview. Nothing is recorded until you confirm, and a whole import can be undone in one step.

Fair questions

Ask what you’d ask a friend. Get a straight answer.

Your financial life is personal. These are the questions people ask us first, and what’s true today, including what isn’t built yet.

GrowProfitStraight answers, including what isn’t built yet


No. It can’t place orders or move funds. It reads the statements you give it, and it gives no investment advice.

Nothing is recorded until you’ve seen the preview and confirmed it. Duplicate trades are refused, and a whole import can be undone.

Only people you allow. A CA link is read-only, scoped and expiring. Support can look only with your permission, and every read is logged.

Not if you still have the statements behind it. Import the tradebooks, contract notes and CAS your brokers and fund houses issued, for the years you want, and check each preview before anything is recorded.

Not yet. Today you import statements you download: broker files, contract notes and CAS. Automatic feeds follow once provider agreements are in place.

They’re ready to review with your CA, not to file. They stay marked “not filing-grade” until the tax rule sets receive sign-off.

Something else on your mind? Ask in the chat at the bottom of the page.

Why not just use what I have?

The spreadsheet, the broker app, and the whole picture.

A spreadsheet tracks what you remember to type. A broker’s app tracks its own accounts. GrowProfit brings every account, asset and entity together from the statements you already have, and shows where each number came from.
Compare with
What you needA spreadsheetGrowProfit
  • Every broker and fund houseIf you retype itYes
  • Deposits, gold and propertyBy handYes
  • Roll-ups across portfolios and entitiesFragile formulasYes
  • XIRR across every accountIf you build itYes
  • Capital gains per yearLot matchingYes
  • Where each number came fromYes
  • Expiring access for your CAYes

What it costs you today

How many places is your money in right now?

Before you decide, count it. Tap every place your money lives today, and see what keeping track costs you in hours and in money, and what you get back.

Tap all that apply

5

Places you track today

5 logins. 5 statements. No total.

Each place shows its own slice. None of them shows what you’re worth.

Your estimate · hours a year

Back in your year

≈18hours

Keeping track today23.8 h

With GrowProfit5.5 h

  • Logins to keep51
  • Statements matched by hand50
  • Places to check for a total51

What losing track can cost in money

  • Tax-free gains left unseen

    Up to ₹31,250 a year

    ₹1.25 lakh of long-term equity gains is tax-free each year, per person (2 here, counting everyone you picked). Above it, 12.5%. You can only use what you can see.

  • Your hours, at your rate

    ₹45,625 a year

    Atan hour
  • Matured FDs left idle

    ₹1,644 a month

    On every ₹5 lakh that matures unnoticed and sits in savings: assumes 7% on the FD against 3% in savings. GrowProfit reminds you before each maturity.

An estimate, not a measured result. Assumes 45 min a place at tax time today. With GrowProfit: 5 min a place a month to upload and check a statement, and one 30-minute review of the gains at tax time.