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iRecord - Portfolio Accounting

Brand: iRecord Infotech Solutions

  • 4.3

  • 7 Ratings & 1 Review

iRecord is a stock market and portfolio management software for Indian investors. It is one of the most trusted stock market software for investment management and market performance analysis. The software shares market transaction details with instant reporting. Users can handle their daily exercise of maintaining share accounting and stock portfolio. This share market software allows users to d...

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iRecord - Portfolio Accounting Software Overview

What is iRecord?

iRecord is a stock market and portfolio management software for Indian investors. It is one of the most trusted stock market software for investment management and market performance analysis. The software shares market transaction details with instant reporting. Users can handle their daily exercise of maintaining share accounting and stock portfolio. This share market software allows users to determine profitable and non-profitable stocks in their portfolio. This portfolio management software helps investors delegate the burdensome task of shared accounting.

iRecord trading analysis software for stock market helps users manage multiple assets assigned to their financial portfolio, such as, stocks, bonds, fixed deposits, recurring deposits, ULIPs, IPOs, mutual funds, various other SIPs, etc. It also provides a single-window view of all the assets which help users track the performance of their investments.

What are the unique features of iRecord Portfolio Management Software?

iRecord Portfolio Management & Investment Accounting Software allows users to handle multiple portfolios from a single platform. The stock market software allows users to monitor the performance of their financial assets from a single window. This portfolio management solution comes highly recommended by stock market experts and has been dominating the market since the last 12 years. It helps users prevent manual errors in complete compliance with annual capital profit/loss reports. iRecord is used by investors, traders, CAs, financial institutions, freelance financial advisors, and individuals who are interested in smart intraday trading.

What are the features offered by iRecord Stock Market Software?

Here are some of the salient features offered by iRecord buy and sell signal software:

  1. Multi-tasking kit
  2. Tax-deductible
  3. Performance tracker
  4. Automated and manual entries
  5. Brokerage templates
  6. Single and multi-version license applications
  7. Client management

What is the price of iRecord Accounting Software for Share Trading Persons?

iRecord price varies based on several factors such as type of usage, modules required, etc. For further price-related inquiries, please request a call.

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iRecord Infotech Solutions Company Details

Founded Year:  2017

iRecord is India's leading multi-asset portfolio intelligence & investment accounting platform widely used by Family Offices, Chartered Accountants, Asset managers, and Investors.

Director/Founders Tejas Dalal, Vivek Dalal
Company Size 1-100 Employees

iRecord - Portfolio Accounting Pricing & Plans

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iRecord - Portfolio Accounting Features

  • icon_check Save Time
    iRecord portfolio management software helps users save extra time by supervising the performance of different financial assets.
  • icon_check Tax saving
    The software generates tax reports for 100% accuracy and eliminate any scope for human errors. It helps in paying exact
  • icon_check Manual Entry
    Investors can make manual data entries for debentures, mutual funds, IPO, etc. with properly defined corporate actions.
  • icon_check Performance Track
  • icon_check Auto Upload
    The portfolio software helps investors delegate the burdensome work of managing bank statements, investment details, multi-broker
  • icon_check Manage Account
    Users can manage their portfolio based on different types of information such as, asset, family members, brokerage, consultation,
  • icon_check Reports
    iRecord generates a plethora of reports for investors, such as, grandfathering provisions for LTGC, brokerage, M2M, Demat
  • icon_check Advanced Reports
    The software can generate advanced investment reports for agencies, interest calculation, Auto JV upload, etc.
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iRecord - Portfolio Accounting Specifications

Supported Platforms
Windows Windows
Devices
Desktop Desktop
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Medium Business
Language
English

iRecord - Portfolio Accounting Review

4.3

Out of 5

img

Overall Rating

Based on
1 Verified Review

Rating Breakdown

  • Features 4.3
  • Value for Money 4.5
  • Ease of Use 4.2
  • Customer Support 4.3

90% Recommend this Product

Add Review

Vivek twitter_verify

Chief Executive Officer

Industry: Accounting

4.7

Reviewed on: Sep 29, 2025

Techjockey Verified

“Solves all our PMS and Investment Accounting needs!”

We locked our search for Multi-Asset portfolio management and Investment Accounting software with iRecord, after a thorough market research, this is a total solution for everything Investors or a fund manager would need. Plus, their support team is extremely helpful and available promptly

Pros

In-Depth and comprehensive Features, very detailed software

Cons

none we could find

Switched from MProfit

Reason to switch

Very expensive, limited use.. with not many options from stock market persective

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Starting Price:

₹1,500 /Year

Can I monitor my insurance investments with iRecord?

iRecord helps users manage all their insurance investments accurately from a single platform.

Does iRecord offer compliance?

Yes, iRecord ensures complete compliance with all the investment regulations.

Does iRecord offer mobile support?

No, iRecord does not offer a mobile application.

Which operating system does iRecord require for operation?

iRecord requires Windows operating system for smooth functioning.

Where does iRecord save all the information?

This stock market software saves all the information on the user’s PC.

What can I with demo of iRecord?

iRecord is available for a demo at Techjockey. You can also ask any doubts regarding the software to product experts during the demo.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.