Built for how Indians actually invest
Every feature is designed around the realities of Indian markets — multiple brokers, FIFO tax rules, and portfolios that span equities, mutual funds, FDs, and gold.
Platform
Built for the way Indian wealth firms actually work.
From single-family offices to 500-advisor RIAs, WealthTrackr ingests broker statements, reconciles trades, and produces audit-grade reports — without an army of analysts.
Unified holdings view
Equity, mutual funds, bonds, FDs, PMS, AIFs, real estate, unlisted equity, gold — one ledger, one P&L, one report.
12 ASSET CLASSES · 6 CURRENCIES
Broker statement parser
Upload CAS or custodian PDFs from Zerodha, ICICI Direct, HDFC, Kotak, CDSL, NSDL and 8 more. Auto-reconciled in under 40 seconds.
14 PARSERS · 99.4% ACCURACY
XIRR & time-weighted returns
Cashflow-accurate returns for every client, strategy, and asset class. Compared against Nifty 50, custom benchmarks, or peer cohorts.
DAILY NAV · INTRADAY OPTIONAL
Capital gains, tax-ready
STCG / LTCG with grandfathering, indexation, Section 112A handling, and carried-forward losses — exportable to Form ITR and Excel.
FY24 · FY25 · FY26 READY
Corporate actions engine
Splits, bonuses, rights, mergers, demergers, buybacks — applied automatically with full audit trail and manual override.
4,200 EVENTS TRACKED
White-labelled client portal
Your brand, your domain. Clients log in to see live portfolios, download statements, and track goals — on desktop and mobile.
SSO · 2FA · AUDIT LOG
Imports
One upload, every holding
Drop in PDFs from Zerodha, Groww, ICICI Direct, HDFC Securities, Kotak, or Upstox. Our Python parsing microservice extracts every trade, the .NET worker reconciles lots, and de-duplicates by content hash so the same statement can't enter your books twice.
- SHA-256 de-duplication per broker account
- Three-queue async pipeline (parse → process → report)
- Live SignalR status while the import runs
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P&L Engine
FIFO that's idempotent and auditable
Capital gains in India are FIFO — but most tools hand-wave which lot you sold. Our engine produces the exact same result every run on the same trades, and exposes every intermediate lot-matching step so your CA can verify it.
- Short- vs long-term gains computed per-trade
- Handles bonuses, splits, and corporate actions
- Re-runnable with zero drift
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Reports
Statements your clients actually read
Export P&L statements, holding snapshots, capital-gains reports, and custom period summaries as Excel (ClosedXML) or PDF (QuestPDF). Pro and Enterprise tenants can add their own logo and branding.
- Excel exports via ClosedXML
- Pixel-perfect PDFs via QuestPDF
- Custom date ranges, per-client or family-wide
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Real-time
No more refreshing the page
When a worker finishes parsing a statement, when prices tick, when a trade is reconciled — the UI updates immediately via SignalR. Every connection is scoped to your tenant via JWT claims.
- Tenant-scoped WebSocket groups
- Auto-reconnect on network drops
- Broadcast-safe: no cross-tenant leaks
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Stop scrolling through spreadsheets. Start managing wealth.
30 days free. No credit card. Full platform access. Migration support included for teams above 50 clients.