IPO Application Ledger

Track applications, manage refunds, and monitor capital allocation across multiple PANs. Built for investors who manage multiple IPO applications.

One ledger per IPO with inline editing
Automatic money flow calculations
Secure PAN management with encryption
Tata Technologies IPO
Open
Applications12
Capital Blocked₹2,49,600
Net P/L+₹32,000

Features

📚

IPO Book Management

Create separate ledger books for each IPO. Track issue price, lot size, and key dates in one place.

📋

Application Tracking

Record applications with PAN, lots, broker details, and status. Update inline as events occur.

💰

Money Flow Summary

Automatically calculate capital blocked, refunds received, and net profit/loss for each IPO.

🔐

PAN Management

Centralized PAN book with masked display, reveal on demand, and secure storage.

Status-Driven Workflow

Status changes automatically show/hide relevant fields. Reduces errors and mental calculations.

📊

Export & Archive

Export applications to CSV. Archive completed IPOs while maintaining full history.

How It Works

📋

Application Management

Comprehensive application tracking with inline editing, status management, and real-time calculations.

  • Inline editing for all fields - no modals needed
  • Status-driven field visibility (APPLIED, ALLOTTED, NOT ALLOTTED)
  • Automatic amount calculation from lots and issue price
  • Money sent tracking with date management
  • Refund tracking with amount and date
  • Net P/L auto-calculation per application

Security

🔒

PAN Encryption

PAN numbers are encrypted and masked by default. Reveal only when needed.

💾

Local Storage

Data stored locally in your browser. No cloud sync unless you choose to.

🚫

No External Connections

No integration with banks, brokers, or trading platforms. Manual entry only.

No Payment Processing

We never handle money or payment information. This is a tracking tool only.

Ready to get started?