IPO
IPO Money Tracker Every IPO. Every rupee. Fully accounted for.
Live IPO tracking OD funding monitor Fast account settlement

IPO MARKET DESK LIVE

IPO market, in focus.

A precise view of live issues, funding readiness, allotments, and settlement work.

Market bias Bullish IPO feed Connected OD monitor Active
On the tapeLive issues
Loading IPO logos

Live controls

Export workbook
Live subscriptions Every 5 min

Decision desk

Today's command centre

Decisions and exceptions only. Open Daily operations when you need to execute.

Data health

Records needing review

Missing dates, duplicate applications, extra funding, and balance gaps.

More dashboard tools Reconciliation, exposure, calendars, checklist, and account detail

Daily control

Reconciliation centre

Compare each recorded balance against IPO blocks before you place more applications.

Funding risk

Capital exposure monitor

See what remains deployed from each source account and open its exact ledger.

Market calendar

IPO milestones

Open, close, allotment, and listing dates in one operational view.

Cash-flow calendar

Money movements by date

Upcoming closes, funding requirements, expected refunds, and OD utilization in one forward view.

IPO closeFunding neededExpected refundOD utilization

Closing-Day Checklist

Click an applicant to review and complete only the applications you have planned.

Daily shortcut

Update bank balances

Enter the latest balances for any accounts and save them together.

OD limit position

Live available OD after utilization, transfer charges, and posted monthly interest.

What needs attention now

Start here when you open the page.

Pending by source

Released but not settled

Pending returns

Money that still has to go back to the original source account.

IPO Source Beneficiary Transaction done on Pending Interest charged Refund Expected

Application capacity

Plan with savings available after existing IPO blocks, then use the remaining OD capacity.

Choose an IPO and plan applications to see the priority allocation.

Next step

Savings operations

Review transfers, return funds to a source, or correct an account balance only when needed.

Daily operations

Complete today's plan, funding, returns, and results in sequence.

1) Plan application

Select account, IPO, and category. The amount will come from IPOJI Market Lot Size.
More planning options

2) Record funding

OD to individual: Auto uses IMPS up to ₹5,00,000 and RTGS above ₹5,00,000.

3) Record return

4) Update IPO result

Workspace

Transaction history

Search, reconcile, and review every funding and return transaction in one place.

Audit trail

Action history

Every saved create, update, and delete action is recorded with its submitted details.

WhenActionAreaDetails

Applications

Simple view of all IPO application rows.

Retail0₹0
sHNI0₹0
bHNI0₹0
Account IPO Funding source Category Status Funding Refund Actions

Allotted IPO applications

Saved record of confirmed allotments.

Account IPO Category Shares Issue price Allotment

Live IPOs

Currently open IPOs, ordered by the nearest closing date.

IPO

Upcoming IPOs

Issues opening soon, ordered by opening date.

IPO

Old IPOs

IPOs closed in the last 30 days. Check results without leaving your tracker.

Name Allotment

Management workspace

Setup and reports

Manage accounts, reconcile balances, and review performance from one orderly workspace.

Data safety

Backup center

Download a complete copy or save a dated backup on this app server.

Download backup

Management report

Operating position

Capital, costs, open returns, and source-account utilization at a glance.

Source accountPending returnCurrent balance
Account and bank controlsCharges, accounts, balance reconciliation, imports, and historic bank entries.Open

Transaction charges

Used for non-PNB OD funding. PNB / OD automatically uses PNB's online CC/OD IMPS, NEFT and RTGS slabs with 18% GST.

Add accounts

Keep this lower because it is only needed occasionally.

Add applicant account

Add funding account

Add account

Balance update centreOpen only when you need to reconcile bank balances.Open

Open the same quick balance updater used from the Daily Shortcut.

Enter only the accounts you want to reconcile.

Add previous bank interest paid

Add previous bank charges

Previous bank entries

MonthTypeAmountNotes

Bank-statement reconciliation

Upload a CSV from one bank account. Recorded funding, returns, and transfers are matched automatically; only entries needing review are shown.

Import workbook

Administrative toolsReset or clear tracker data only when required.Open

Reset tools

Reports and ledgersSettlements, reporting, transaction trails, and account-ledger views.Open

Ready to close settlement

IPO Source Beneficiary Funded Returned Action

Broker report

Broker Apps Required Profit

Financial-year P&L

Year Apps Deployed Profit

Funding interest and transactions

Click Interest posted on the top cards to jump here and review transaction-wise interest.

IPO Date Source Beneficiary Amount Mode Charge Returned Due now Interest Action

Return transactions

IPO Date From beneficiary To source Amount Action

Transaction history

See the full funding and return trail with all transaction details in one place.

Date Type IPO From To Amount Reference Details

Account balances

Account PAN Type Current

Live IPO list

Name Status Open Close

OD ledger with interest posting

Date Type IPO Impact Balance after Notes

Add / import old application

Use this only for IPOs that are already closed. It records the application but does not create a new funding transaction.

Import results from Narada Choose the IPO, copy the visible PAN / name / result rows from your signed-in Narada page, then paste and import them here.

Allotted old applications

Only confirmed allotments are shown. Estimated profit uses issue and listing price where available.

IPOAccountSharesIssue priceListing priceEstimated profit

Old IPO application tracker

Application count and allotment outcome by IPO.

IPOApplicationsAllottedNot allotted

Current financial year

Listed allotment profit, OD interest and bank charges for the current FY.

Edit account

Update the account details and its current balance.

Edit application

Correct application details and IPO result.

Net profit is calculated automatically: exit proceeds minus amount debited, brokerage, and taxes.

Daily workflow

Action

Record funding

Choose the source account for this planned funding.

Record all funding

Review and choose the funding source for each planned application.

Review sources before recording

AccountIPOAmountFunding source

Application control

Application checklist

Review every active planned application by account. Mark it applied and record its application mode or UPI mandate when ready.

AppliedAccountIPOCategoryFundingModeMandate set

Historical planning

Plan old IPO funding

For IPOs closed in the last 15 days. Add one row for each applicant and category.

Funding account is optional when the applicant used their own balance.

Funding batch

Record multiple fundings

Review each row carefully. All rows save together only when every detail is valid.

ApplicationSource accountTarget accountAmountModeDate
0 rows - ₹0
Choose an application first. Its IPO, beneficiary account, and required amount are filled automatically, then you can select the funding source.

Allotment update

Check allotment result

Confirm the result after checking the registrar.

Open registrar

Bulk update allotment result

Select the IPO, review applicants, then apply one confirmed outcome.

ApplicantCategoryBlockedCurrent result

IPO market desk

IPO ledger

Applications and money movements.

Application capacity Plan this IPO Choose applicants and calculate the available capacity.

IPO market desk

Plan application

Choose the applicant and category. Funding stays pending until you record the money transfer.

Use one row for each applicant and category.
Select an applicant and category to calculate the required balance.

IPO funding and return movements.

OD position

Available OD

Every movement that affects your available OD limit.

DateTypeIPOTo / from accountOD impactAvailable afterAction

OD position

Edit transaction

Update this entry without leaving the OD ledger.

Plan refund

Record a full or partial return.

Record savings transfer

Move money between your real accounts so planning and the ledger stay accurate.

This records an account-to-account transfer. The receiving applicant account increases your available IPO savings automatically.

Savings operations

Savings transfer ledger

Every amount added to IPO savings, with its exact source and recipient account.

Available savings
DateFrom accountTo accountAmountNotesActions

Savings available by account

Available savings equals each account's ledger balance less money currently blocked for IPOs.

AccountLedger balanceIPO blocksAvailable savings
Total available₹0

Manual edit savings available

Set the correct available balance for an applicant account. The difference is recorded in the ledger.

This creates a positive or negative savings adjustment in the central ledger. It does not overwrite previous transfers.

Update bank balances

Enter the balance shown in your banking app. Leave a row blank to keep its recorded balance.

AccountRecorded balanceBank balance to save

Balance timing

When does this balance apply?

Choose how to post the entered balances.

Bank reconciliation

Match your bank statement

Choose the account and upload its CSV. The file is read only in this browser and is not stored in the tracker.

DateDescriptionAmountDirectionReconciliation

CSV columns such as Date, Description/Narration, Debit, Credit, Amount, and Balance are detected automatically.

Saved templates

Reuse an application setup

Apply a saved applicant, category, funding source, and application mode to the IPO currently selected.

Templates are saved only in this browser. They never create an application or funding transaction by themselves.

Data health

Review records

Fix only the records that need attention.

Account ledger

Add new ledger

Create a source, applicant, or hybrid ledger without leaving this workspace.
Voucher entry

Accounting

Choose voucher type

Start a balanced entry without leaving your ledger.

Up Down choose · Enter select
Payment voucher

Money movement

Payment voucher

Debit is the account money leaves. Credit is the account money enters.

MovementLedger accountCurrent balanceAmount
Dr
Out-
Cr
In--

Global search

Search records or run a quick action

Shortcut: press / to search. Press Esc to close.

Application timeline

Application activity

Funding, allotment, and settlement events.