i-Record

i‑Record is a portfolio-management and share-accounting software developed by I Record Infotech Solutions. Its primary purpose is to help investors, traders, family offices, chartered accountants, and asset managers manage multi-asset portfolios including stocks, commodities, mutual funds, bonds, fixed deposits, and insurance while reconciling multiple broker and demat accounts and generating accurate accounting and tax reports. The software automates many time-consuming tasks, improving accuracy and compliance while reducing manual effort. The user interface is functional and practical, prioritizing clarity and efficiency. Dashboards display portfolio metrics, while separate modules manage broker imports, ledger accounting, and reporting. Navigation is straightforward, and setting up portfolios, importing broker formats, and configuring account masters is well structured and easy to follow. This design ensures that even users with limited technical skills can operate the system effectively. i‑Record supports automated uploads from over 900 broker formats, bank statements, mutual fund statements, and corporate actions such as bonuses, splits, and dividends. It also allows manual entry for fixed deposits, debentures, PPF, and insurance. Performance-tracking tools monitor capital gains and losses, unrealized gains, and returns across asset classes.