About EquiTrack
Precision engineering for the Indian investor.
At EquiTrack, we believe that serious wealth management shouldn't be held back by "Excel jugaad". Developed by Harshesh Shah, an Indian investor who understood the frustration of stitching together multiple tools at tax time, EquiTrack was built to provide a seamless, professional-grade portfolio engine.
Our Mission
We aim to eliminate the manual struggle of tracking Indian equities and mutual funds. By combining AI-driven automation with strict tax accounting standards, we provide a "one-click" solution that ensures your data is always ITR-ready.
What Sets Us Apart
Tax Integrity
Strict FIFO (First-In, First-Out) accounting that accounts for bonuses, splits, and grandfathered NAV for pre-31-Jan-2018 holdings — precisely as the Income Tax Department expects on Schedule 112A / 111A.
Intelligent Ingestion
Native templates + AI contract-note parsing extract trades from major brokers — Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, Kotak Securities, Angel One, Bhogilal Trikamlal Securities — in seconds. Mutual funds ingest via CAMS / KFintech eCAS uploads with full 10-year history.
Unified Wealth View
A consolidated dashboard for your equity and mutual-fund portfolios — manage your entire family's wealth under a single login, with live NSE / BSE prices and daily AMFI NAV updates across ~14,350 schemes.
Data Sovereignty
We operate on a foundation of trust. Your data is encrypted at rest (AES-256) and in transit (TLS 1.2+), and our AI parsing is strictly stateless — we never use your financial information to train models and we never share it with any third party for marketing.
A Product Built for You
EquiTrack is more than just a tracker; it's a full-stack engine designed to make your Chartered Accountant's life easier. We are committed to transparency, offering automated PDF invoicing on every payment and a "no credit card required" 7-day free trial so you can experience the precision of EquiTrack firsthand.