Portfolio ledger

Your trades, holdings, and corporate actions—fully accounted for.

Track your equity portfolio, trades, corporate actions, and IPO applications in one place.

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Invested

₹12.4L

Demo

Realized P&L

₹2.1L

Demo

Holdings

Schematic

Dividends

₹48k

YTD

Everything you need to run a clean ledger

Purpose-built patterns from your actual app—no fluff, no feature creep. Just the workflows you already use inside Tradex Ledger.

Holdings & dashboard

Invested totals, holding cost, realized P&L, and dividends in one glance—plus upcoming corporate actions on your radar.

Buy, sell & intraday

Record delivery and intraday legs with charge calculations so your book stays reconcilable.

Bulk upload

Pull in buys, sells, and intraday rows from a spreadsheet template when keyboard entry is not an option.

Corporate actions & IPO

Log splits, bonuses, and other events beside your cashflows, and track IPO applications without leaving the ledger.

Why keep a ledger outside your broker?

One source of truth

Reconstruct invested capital, average cost, and realized gains without digging through contract notes and ad hoc spreadsheets.

Corporate action timing

Record dates and ex-dates affect entitlements and your audit trail. Tradex Ledger surfaces what is coming up next to your positions.

Charges that add up

Broker platforms summarize totals; a ledger lets you model brokerage, STT, GST, and other line items the way you actually booked them.

From first trade to a clean year-end

A practical flow that mirrors how serious retail investors already work—only with less copy-paste and fewer broken formulas.

Open your book

Register, sign in, and land on a dashboard that summarizes capital deployed, open risk, and cashflows you have already tagged.

Post the tape

Enter buys, sells, and intraday legs—or import a batch when you are catching up after a busy week. Charges stay attached to each line.

Mark the events

When issuers rotate symbols or pay dividends, log the corporate action and keep your historical lot math honest.

Reconcile & review

Use holdings and cash dividend totals to cross-check statements, then drill into IPO applications without leaving the same workspace.

Who this fits

Delivery investors who ladder into names over months or years.
Active traders who still want a single ledger for taxes and performance.
Anyone juggling IPO applications alongside an existing equity book.

What you can capture

Per-trade charges and totals in INR, aligned with Indian exchange conventions.
Remaining quantities after partial sells so average cost stays accurate.
Dividend cashflows separate from trading P&L for clearer reporting.
Bulk templates when you need to replay a month of activity in one shot.

Questions, answered

Straightforward detail for visitors who already run their own spreadsheets today.

Brokers optimize for execution screens, not archival-quality books. A ledger gives you lot-level history, corporate action annotations, and exports you control—useful when you need to explain a number six months later.

Yes. Enter tickets manually for precision or use bulk import with the provided template when you are digitizing older activity. There is no mandate to start only from “today”.

Accounts use username and password, with email OTP flows for registration and sensitive steps—mirroring the safeguards already built into the product.

Tradex Ledger stores what you enter for your own workflow. This marketing page does not pipe your holdings anywhere; review your deployment’s privacy posture for hosted instances.

Ready to tighten your book?

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