Inacle Client vs CapiPlan Books

Track your mutual fund portfolio with precision. Get real-time insights, performance analytics, and comprehensive reports. Inacle Client is your complete mutual fund investment companion, designed to help you monitor, analyze, and optimize your portfolio with professional-grade tools and insights. COMPREHENSIVE PORTFOLIO DASHBOARD Get instant visibility into your investments with a unified dashboard showing total investment value, current valuation, dividend earnings (both paid and reinvested), overall gain/loss, and portfolio XIRR. DETAILED STATEMENT OF ACCOUNTS Access in-depth information for every fund in your portfolio, including investment amounts, unit holdings, NAV, market values, transaction history, absolute returns, and XIRR. PORTFOLIO SUMMARY & ANALYTICS View consolidated holdings across all folios with performance metrics such as absolute returns, XIRR, average cost, and weighted portfolio distribution. TRANSACTION HISTORY Track all transactions with complete details including date, transaction type, NAV, units, balance units, and current value. SEAMLESS PORTAL ACCESS Direct login to the Inacle portal for additional account management and investment operations. Note: This app is a read-only reporting tool for mutual fund investments in India. It does NOT involve cryptocurrency, exchange services, or any financial transactions. Users can only view their existing mutual fund investment details—no buying, selling, or trading is possible through this app.

Manage your business finances with ease using our all-in-one accounting app. Track banks, suppliers, and customers, manage invoices, bills, quotations, and purchase orders, and stay on top of your financial performance with powerful reports including Trial Balance, Balance Sheet, and Profit & Loss. Designed to simplify accounting and help you make smarter business decisions anytime, anywhere.