Portfolio management,
made simple.
Ritefolio tracks every holding, trade and payout across your portfolios, and turns it into clear valuations, capital-gains and tax reports you can file without re-checking the numbers.
Sample portfolio · Equity, mutual funds and F&O in one view. Always valued, always current.
Built for every desk in the ecosystem.
For individual investors & NRIs
Your whole portfolio, filed without guesswork.
- 01Every broker and demat account in one place
- 02Bonus, split & merger handled automatically
- 03Repatriable & non-repatriable holdings tracked separately
- 04A statement your CA accepts as-is
For chartered accountants
Client books that add up on the first pass.
- 01High-volume F&O and multi-lot equity, reconciled
- 02AIS & dividend reconciliation built in
- 03Reports across many client profiles
- 04Audit-ready output you can defend line by line
For tax consultants
Client tax positions verified, not estimated.
- 01Capital gains computed by holding period, not guesswork
- 02AIS & 26AS reconciliation flagged automatically
- 03Carried-forward losses tracked year over year
- 04Exportable workpapers for every filing
For portfolio & wealth managers
Every client book, valued and reconciled.
- 01Multi-client, multi-account portfolio views
- 02Real-time valuation across asset classes
- 03Performance & allocation reporting, ready to share
- 04Corporate actions applied across every mandate
For family offices
Multi-generational holdings, kept in order.
- 01Consolidated view across family entities & accounts
- 02Full audit trail for every transaction
- 03Custom reporting by beneficiary or entity
- 04Long-term cost basis preserved across transfers
For high-net-worth individuals
Complex portfolios, one clear picture.
- 01F&O, unlisted & multi-asset holdings in one place
- 02Tax-optimised gain/loss visibility
- 03Dedicated support for high-volume trading
- 04Bank-grade security for sensitive holdings
Everything in one place.
Everything an equity portfolio throws at tax season: entered, reconciled, and calculated in one place.
Transactions
- Equity buy / sell with FIFO cost basis
- Futures & options: expiry, strike, lot
- Mutual funds: growth & dividend plans
Corporate actions
- Splits & consolidations
- Bonus issues at ₹0 cost basis
- Mergers, demergers & symbol changes
Income
- Dividends with TDS tracking
- Interest & other income
- Reconciled against AIS
Taxation
- Short- & long-term, by holding period
- Brought-forward & carried-forward losses
- Taxes-paid & advance-tax record
Import
- Zerodha & major broker CSV / Excel
- Preview & validate before posting
- Bulk entry across demat accounts
Reports
- Capital-gains & holdings statements
- AIS & dividend reconciliation
- Async generation, filed-ready output
Three steps to a filed return.
Enter or import
Drop in broker CSVs from Zerodha and others, or add trades by hand. Preview and validate before anything posts.
Ritefolio calculates
Bonuses and splits applied, cost basis worked out, every lot marked short- or long-term by its own holding period. Losses carried forward.
File it, right
Generate a capital-gains statement and AIS reconciliation you can hand to the ITR, or to your CA, without re-checking a figure.
Stop re-checking the math.
Start filing it right.
Fourteen days, the full engine, no card. Bring last year's tradebook and watch it work.
Individuals & CAs · Multi-demat · FY Apr–Mar