Everything you need to keep track, nothing you have to type twice
Wealth Plus reads the statements you already get, works out what you own and what you've earned, and keeps it current. Everything below works today for Indian markets; other countries are coming next.
Bring it all in
One Upload page takes whatever your broker gives you. You check every row before it is saved.
- Contract notes. Upload one PDF, many, or a folder for many clients. The password is tried from PAN and date of birth, and each note is checked against its own totals.
- Broker zip. Contract notes, ledger and holding statement together. Every bill is matched to its note and differences listed to sign off.
- Excel and CSV. Broker tradebooks or your own sheet, in the Wealth Plus format.
- MProfit. Moving from MProfit? Upload its Transaction Export and your history comes across.
- Manual entry for anything else, with the amount worked out from quantity and price.
Check before saving · Tradebook FY 2025-26
| Row | Trade | Status |
|---|---|---|
| 1–27 | Buys and sells | Ready |
| 28 | Note 4417 (already added) | Duplicate |
| 29 | Old company name | Check |
Know where you stand
One figure for the family, and every detail behind it.
Holdings dashboard
Family total, each member, and the split across asset types, valued with each evening's prices and NAVs.
Returns that mean something
XIRR for each holding, each person and the family, so SIPs and staggered buying are measured fairly.
Corporate actions since 2014
Bonus, split, demerger, merger, rights and dividends, worked out from your own holding. You confirm; the holdings update.
Company pages
Market cap, shareholding pattern, announcements and price chart for any company you hold.
F&O, currency and commodity
Profit and loss per contract, open positions, and turnover for the tax audit limit.
Financial ledger
Your broker's ledger with bills naming the scrips, interest on debit balances, and a reconciliation against contract notes.
Capital gains your CA will accept
Every sale matched first in, first out, per demat account. Intraday trades separated. Long term after 12 months for listed shares and equity funds.
- Shares bought before 1 February 2018 use the 31 January 2018 price, as the law requires
- Bonus, split and demerger cost carried correctly
- Summary and income tax return format, per PAN
- Excel, PDF and print for every report
Reports
| Portfolio summary | PDF · Excel |
| Capital gains, ITR format | PDF · Excel |
| Unrealised gains | PDF · Excel |
| Stock register | PDF · Excel |
| XIRR | PDF · Excel |
| Income, detailed and summary | PDF · Excel |
| Scrip-wise report | PDF · Excel |
| F&O profit and loss | PDF · Excel |
| Ledger with Interest | PDF · Excel |
Coming next
Every country, every currency, with Fintech AI
What we're adding so the whole family's wealth fits in one view, wherever it is.
More countries
Holdings in the UAE, US, UK and Europe, from statements read for you. Worldwide
Any currency
Totals in INR, AED, USD, GBP, EUR and more, with each holding still in its own currency and daily exchange rates.
Everything else you own
Property, bank balances, deposits and crypto, at the value you enter or from a statement.
Tax reports by country
US Form 8949 and Schedule D, the UK capital gains summary and UAE gains statements, from the same trades. Tax
Wealth Plus Fintech AI
Our own model reads any statement, analyses your portfolio and answers questions from your own numbers. Fintech AI
Mobile app
Your family's total and holdings on your phone.
Join early access to be invited as each one opens.
Built for families, and for the people who look after them
The same software runs a single household or an advisory office with hundreds of client families.
At home
- One login for the family, or a separate login for each member
- Each member sees only what they should
- Sign-in code by email, turned on under Account > Sign-in security
In an advisory office
- Client families under your office, with staff logins
- Your logo and details on every statement
- Trade approvals and a record of every sign-in, change and download
Your family's wealth, every country, one place
Indian investments work today. Join early access for other countries, currencies and Fintech AI as they open.