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Renewal due on a tracker you’ve outgrown?

Leave the renewal. Bring every year with you.

Years of transactions shouldn’t keep you on a plan that charges more as your portfolio grows. Bring your history in from your brokers’ own reports with 500+ templates, check every import before it’s recorded, and keep one price however much you grow.

Start the switchFind your broker’s template
  • 500+ broker report templates
  • A preview before anything is recorded
  • Every report yours to download
Your broker’s file, as it came

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.

Why people switch

Pay for the software. Not for your portfolio.

Some trackers move you up a tier when your investments cross a value limit, measured on current value, not cost. A good year shouldn’t cost you a bigger renewal.
  • 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.

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.

Import templates

500+ broker report templates. Your files read themselves.

Tradebooks, contract notes, ledgers and statements from the brokers, fund houses and banks you already use. Pick yours, upload the file, and check the preview.
  • ZerodhaTradebookCSV
  • ZerodhaContract notePDF
  • ZerodhaOFS daily email contract notePDF
  • GrowwOrder historyExcel
  • GrowwMutual fund transaction historyExcel
  • GrowwF&O daily contract notePDF
  • UpstoxTradebookExcel
  • Angel OneContract notePDF
  • ICICI DirectPortfolio statementExcel
  • HDFC SecuritiesTransaction statementExcel
  • Kotak SecuritiesContract notePDF
  • Motilal OswalClient ledgerPDF
  • 5paisaTradebookExcel
  • Sajag SecuritiesTransaction ledgerPDF
  • Integrated MasterScrip-wise client ledgerExcel
  • CAMSConsolidated account statementPDF
  • Kotak BankWealth management statementPDF

Examples from a library of 500+ templates for broker, fund house and bank reports. Every import still shows a preview before anything is recorded.

  1. Step 1Pick your broker’s reportSearch the library for the broker and report you have.
  2. Step 2Upload the file as it camePDF, Excel or CSV, scanned before it’s read. No reformatting.
  3. Step 3Check the preview, then confirmEvery field mapped, duplicates refused, nothing recorded until you say so.
  4. Step 4Save a new one onceNot in the library? Map it once and it’s your template from then on.

How the switch works

Three steps. Checked before it counts.

Your history comes from the statements behind it, the ones your brokers, fund houses and banks already give you. You import them yourself, and nothing is recorded until you’ve checked the preview.
  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.

On the other side

Not just a new home. A clearer one.

Everything here is true of GrowProfit today. Where something isn’t built yet, the questions below say so.

  • Years of history, not a fresh start

    Import as many years of statements and contract notes as you have. Each file shows a preview before anything is recorded.

  • Your data never becomes the upsell

    Every report and table downloads as CSV, Excel or PDF, on every plan. Exporting is never a paid extra.

  • Prices you see before you pay

    Every price is published on our pricing page before anything is charged. No surprise on the invoice.

  • Numbers you can trace

    Each transaction shows the file and row it came from. Unknown values show as “—”, never a guess.

  • Built for more than one portfolio

    Individuals, HUFs, trusts and client books, each with its own books, all adding up to one total.

  • Your CA, without the email

    A read-only link to exactly the reports needed, which expires on its own.

Before you switch

The questions switchers ask.

Including what isn’t built yet. Anything else, ask in the chat at the bottom of the page.

We don’t quote other companies’ prices. What we can say: GrowProfit’s price isn’t tied to the value of your investments, it’s published before anything is charged, and downloading your own reports is never a paid extra.

Upload it anyway. Map its columns once in the preview and save it as your own template, and every file like it reads itself from then on. Or ask the team to set it up with you.

KFintech and CDSL statements can’t be read yet, and some brokers’ contract notes aren’t covered yet. There’s no transfer from another tracker: your history comes in from your own statements.

It stays there. Bring your history from the statements behind it instead: download the tradebooks, contract notes and statements your brokers, fund houses and banks issued, for the years you want, and import them yourself. Each file shows a preview before anything is recorded, and a whole import can be undone.

Yes, with each client’s say-so. Each client invites you from their own GrowProfit account and chooses what you can see and do; their history comes from their own statements and contract notes. You work from your professional workspace, where every client who invited you is listed.

Your entire wealth. Finally, together.

Start with the statements you already have. Nothing is recorded until you’ve checked it.

Get startedI advise clients

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