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Investments
Equity, F&O, Mutual Funds, IPO, F.D., Bonds and other investments.
Investment, Shares/Personal Accounting & PMS
My Investment Hub
A comprehensive investment tracking, accounting and portfolio management solution for investors, businesses, advisors and PMS-oriented workflows.
Portfolio
Share Accounting
Capital Gains
Advance Tax
Analysis Reports
One Hub. Multiple Investment Workflows.
Track investments, accounts, gains and reporting from one solution.
My Investment Hub brings investment tracking together with personal/company accounting, capital-gain reporting, transaction imports and PMS-related workflows. It is designed to reduce repetitive work while keeping investment and accounting information connected.
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Investments
02
Accounting
Trial Balance, Profit & Loss, Balance Sheet, ledgers and bank reconciliation.
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Tax & Gains
Short-term, long-term, speculation, valuation and capital-gain workflows.
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PMS
Portfolio-oriented workflows, reporting, access controls and client management.
Core Capabilities
Investment, portfolio and accounting workflows in one place.
Organise multiple investment types, import day-to-day transactions, analyse holdings and gains, maintain accounts and produce the reports needed for review and taxation.
Multi-Asset Investments
Manage different investment categories without separating portfolio and accounting work.
- Equity and F&O
- Mutual Funds, IPO, F.D. and Bonds
- Physical / Demat stock management
- Transfers and investment tracking
Transaction Imports
Reduce repetitive entry by bringing supported investment and banking information into the system.
- Contract Note imports
- Bank Statement imports
- Daily Bhavcopy and NAV
- Various transaction import utilities
Capital Gains & Taxation
Analyse taxable investment results across the key gain/loss classifications.
- Short Term and Long Term Gain/Loss
- Speculation reporting
- Valuation and grandfathering
- Capital Gain/Loss output for supported tax applications
Integrated Accounting
Keep investment activity connected with personal or company accounting and final statements.
- Trial Balance and ledgers
- Profit & Loss and Balance Sheet
- Drill-down / zooming till entry
- Bank reconciliation
Portfolio & PMS Reporting
Review holdings and investment results from different business and portfolio perspectives.
- Stock holding reports with various options
- Advisor-wise holding and Gain/Loss
- PMS-oriented modules
- Brokerage, dividend and watchlist information
Corporate Actions & Controls
Maintain investment events while controlling how users work with portfolio information.
- Bonus, Rights and other corporate actions
- Script audit facility
- User-wise access rights
- Manual and automatic reminders
Reporting & Export
Move from analysis to usable business reports without recreating information outside the system.
- Historic price comparison
- Excel export and Print Preview
- Multiple holding and Gain/Loss reports
- Tally export / integration support
Backup & Communication
Support day-to-day continuity with backup and communication utilities.
- Automatic backup
- MyCloud backup option
- SMS / WhatsApp communication support
- Customisation for business requirements
Specialised Capabilities
More than portfolio tracking.
Selected capabilities that extend My Investment Hub into accounting integration and property-related workflows.
TALLY
Export
→
Accounting Integration
Export to Tally
Export supported accounting information from My Investment Hub to Tally, helping reduce duplicate entry between investment accounting and business accounts.
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Rent
GST
Property Management
Property Rent Management
Manage property rent workflows with automatic GST invoicing and outstanding tracking alongside investment and accounting information.
A Connected Investment Workspace
From transactions to portfolio review and final accounts.
The workflow is organised around four practical areas so investment information remains useful from daily entry through reporting.
Portfolio Management
Track holdings across Equity, F&O, Mutual Funds and other investments, including physical/demat stock and corporate actions.
Share & Investment Accounting
Connect investment transactions with ledgers, Trial Balance, Profit & Loss, Balance Sheet and bank reconciliation.
Imports & Daily Processing
Use supported Contract Note, Bank Statement, Bhavcopy, NAV and other transaction imports to reduce manual work.
Capital Gain/Loss & Analysis
Review short-term, long-term and speculation results together with valuation, historic prices and reporting options.
More Control, Less Repetition
Import investment and banking data instead of repeatedly entering it.
My Investment Hub supports structured import workflows for broker bill formats, Mutual Fund statements and Bank statements, helping reduce repetitive data entry and keeping investment and accounting records connected.
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Broker Bills
2
Mutual Fund Statements
3
Bank Statements
4
Process & Review
Broker Bills
Supported Formats
Mutual Fund
Statements
Bank
Statements
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My Investment Hub
Import · Process · Report
Customer Enquiry & Business Opportunity
Interested in My Investment Hub?
Whether you want to use My Investment Hub for your own investment and accounting requirements or offer it to customers, choose the enquiry that fits you.
Customer / Direct Enquiry
For investors, businesses, advisors and PMS providers looking for a product demonstration, pricing or more information about My Investment Hub.
Reseller / Dealer Enquiry
For individuals or businesses interested in offering My Investment Hub to their customers as a reseller or dealer.
Product Questions
Frequently Asked Questions
Quick answers about My Investment Hub and its key workflows.
Who is My Investment Hub designed for?
My Investment Hub is designed for individuals, small companies, sub-brokers, financial advisors and PMS providers who need investment, shares/personal accounting and portfolio-related workflows.
Which investment categories can My Investment Hub handle?
It supports workflows for Equity, F&O, Mutual Funds, IPO, Fixed Deposits, Bonds and other investments.
Can transaction data be imported instead of entered manually?
Yes. Supported imports include Contract Notes, Broker Bills, Mutual Fund data, Bank Statements, Bhavcopy, NAV and Price History, depending on the source and required format.
Does My Investment Hub support capital gain reporting?
Yes. It supports short-term, long-term and speculation gain/loss workflows, valuation and grandfathering/LTCG-related calculations and reports.
Can capital gain data be used with tax software?
The solution supports Capital Gain/Loss upload workflows for supported tax applications, subject to the required export/import format.
Does My Investment Hub support PMS operations?
Yes. PMS-related capabilities include client-wise portfolio, access, reporting and workflow features.
Does My Investment Hub provide automatic backup?
Yes. It includes automatic backup with an option to store backups on MyCloud.