Skip to content

The product

Every asset.Every return. Every number, traced.

GrowProfit reads your statements into one ledger, values it every day, and turns it into returns, capital gains and reports you can check line by line. Here’s everything it does.

Track everything

21 asset classes. One ledger.

From listed shares to jewellery and property, every holding sits in one ledger, owned by the right person or entity and valued every day.
  • Every asset class

    Shares and ETFs, mutual funds, SIFs, bonds, NCDs, FDs, PPF and EPF, post office schemes, NPS, ULIPs, insurance, AIFs, private equity, gold, silver, jewellery, property, art, loans and bank balances.

  • People, entities and groups

    Individuals, HUFs, companies and trusts, each with their own portfolios, rolled into groups you define.

  • Valued every day

    Prices and NAVs refreshed daily. Anything valued at cost or on a stale price is marked “Partial”, never passed off as current.

  • Global asset search

    Find any stock, fund, deposit or asset across every portfolio in one search.

AllIndividualHUFTrust

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

Bring it in

Your statements in. Nothing retyped.

Upload what your brokers, fund houses and banks already send you. GrowProfit maps every field, shows you a preview, and records nothing until you confirm.
  • Tradebooks, contract notes and CAS

    Excel, CSV and PDF statements from brokers, fund houses and banks, scanned before they’re read.

  • A preview before anything is recorded

    Every field mapped and every row shown. Duplicates are refused, and anything unclear is flagged.

  • Undo a whole import

    Roll back an entire batch in one step, with its history kept in the import log.

  • Contract notes, charges split

    STT, stamp duty, GST and other charges on a contract note are spread across each row’s cost.

  • Templates and mappings

    Save a template for each broker and map portfolios and assets once, so the next file reads itself.

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.

Returns

What your money actually earned.

Not a broker’s P&L. Returns worked out from every cash flow, and compared with the market the fair way.
  • XIRR from every cash flow

    Annualised return over any period, from every buy, sell, dividend and interest payment.

  • TWRR beside it

    Time-weighted return, so you can judge the portfolio apart from when the money went in.

  • Against the index, fairly

    Your XIRR beside Nifty 50, Midcap 100, Smallcap 100, Nifty 50 TRI and a composite bond index, as if the same cash had gone into each.

  • By asset class and by year

    Value, XIRR, invested and unrealised gain for each asset class, and returns financial year by financial year.

All portfolios · 3 years

1Y3Y5Y

XIRR

13.8%

What your money earned

TWRR

12.9%

How the portfolio did

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

Insights

See what you own, not just what it’s worth.

Allocation, exposure and concentration across every account, for everything or one entity at a time.
  • Allocation by class or category

    Every rupee split by asset class or broader category, with what you put in beside what it’s worth.

  • Equity exposure

    Sector split, market-cap mix, dividend yield and day’s P&L across every share you hold.

  • Today against the market

    How your holdings moved today beside the major indices, with today’s top gainers and losers.

  • Holdings as a tree

    Expand any asset class to its holdings, sorted by value, cost, gain or today’s move.

  • Concentration at a glance

    Your largest holdings and their share of the total, so nothing outgrows its place unnoticed.

  • Income tracked

    Dividends and interest recorded, and reported financial year by financial year.

Capital gains

Capital gains, worked out for you.

From a lot ledger, per financial year and per entity, laid out to review with your CA.
  • Short and long term, per year

    Realised gains for each financial year, split short and long term, for each person or entity.

  • A lot ledger underneath

    Buys matched to sells first in, first out, with every lot traced to its source.

  • Schedule 112A layout

    Long-term equity gains laid out the way you’ll work with them, to review, not to file.

  • Corporate actions

    Dividends, bonuses, splits and rights applied to your holdings and their cost.

Capital gains

FY 2025–26
Short-term gains
₹1,84,200
Long-term gains
₹6,12,750
Lots matched
214
Schedule 112A layoutExcelPDF

Not filing-grade · review with your CA

Reports

Every report, yours to keep.

Holdings, capital gains, income and transactions, as of any date, for one portfolio or all of them. Downloadable on every plan.
  • Holdings statement

    As on today or the close of any financial year, for one portfolio or all of them.

  • Capital gains and income

    Per financial year, ready to share with your CA.

  • Transactions

    Every buy, sell, dividend and interest entry, filtered by portfolio, type, asset class and date.

  • Pinned and quick reports

    Pin the reports you use most and open them in one click.

  • CSV, Excel and PDF

    Every report and table downloads on every plan. Exporting is never a paid extra.

  • Any date you need

    Today, the close of last year, or the close of any financial year before it.

Share and control

Share exactly what’s needed. Nothing more.

A read-only link for your CA, roles for your team, and a record of every read.

How your data is protected

  • Links for your CA

    Read-only, scoped to the portfolios and reports you pick, ending in 30 days by default and 90 at most.

  • Access control

    Decide who can view, edit or manage each family’s portfolios.

  • Support only with your say

    Read-only, for up to 24 hours, revocable, and logged with both names.

  • An audit log you can trust

    Append-only and chained, and re-verified every 5 minutes.

Share with a CA

growprofit…/shared/7Kq2·····Copy

Can see

Realised gainsHoldings statementTransactions
Access
Read-only
Ends
30 Oct
Last opened
2 days ago

Revoke access

Tools

For the details that used to take an afternoon.

The jobs that used to need a spreadsheet and a free Sunday, each one a click away.
  • Reconcile holdings

    Check GrowProfit’s quantities against a holding statement and see every difference.

  • Cashflow tracking

    Money in and out of your portfolios, month by month.

  • F&O book

    Futures and options kept in their own book, with closed trades settled into the ledger.

  • Charges, moved for you

    Contract-note charges moved to a bank account on their own.

  • Portfolio masters

    Every portfolio with its member, source, type and value, in one list.

On the way

What isn’t built yet. Said plainly.

These are planned, not shipped. Nothing on this list is part of any plan you buy today.
  • Mobile apps

    iOS and Android, with the same ledger.

  • Connected sources

    Statements fetched for you from supported brokers and MFCentral.

  • AI connector and API

    Ask your own assistant about your ledger, read-only.

  • Tally integration

    Account portfolios kept in step with your books.

  • International portfolios

    Holdings abroad, in their own currency, in the same total.

  • Client logins

    For advisors: a login for each of your clients.