I Record for Accounting and Portfolio Management

I Record for Accounting and Portfolio Management

Managing portfolio and share accounting can be a daunting task, but with i-Record's Fund Accounting Software, investors can simplify their daily operations. This software seamlessly organizes transactions across multiple brokers, automates capital gains reporting, and ensures compliance with the latest tax regulations, allowing users to focus on trading without the hassle of manual entries.

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Top I Record for Accounting and Portfolio Management Features

  • Multi-Broker Transaction Management
  • One-Click Auto-Import
  • 2800+ Data Sources Supported
  • Comprehensive Capital Gains Reporting
  • XIRR and CAGR Calculations
  • Multi-Asset Class Support
  • Compliance with Latest Tax Regulations
  • User-Friendly Interface
  • Instant Customer Support
  • Time-Saving Automation Tools
  • Real-Time Portfolio Valuation
  • Journal and Trial Balance Tracking
  • Easy Bank Statement Import
  • Task Management for Professionals
  • Unlimited Data Storage
  • 7-Day Free Trial
  • Historical Performance Analysis
  • Detailed Expense Tracking
  • Reliable Software for Investors