Help Guide

Analytics & Capital Management

IPO Tracker gives you a complete picture of your IPO investment performance and capital allocation — no spreadsheets needed.

Dashboard (Home Page)

Your dashboard shows 13 key metrics at a glance:

  • Total IPOs — number of IPOs you're tracking
  • Applications — total applications across all accounts
  • Accounts — number of demat accounts
  • Allotted — how many applications received allotment
  • Overall ROI — your return on investment percentage
  • Capital Applied — total amount applied across all IPOs
  • Blocked — capital currently blocked (applied but not yet allotted or refunded)
  • Invested — capital currently in allotted shares
  • Refunded — amount returned from non-allotted applications
  • Realized Profit — profit from shares you've sold
  • Unrealized Profit — paper profit on shares you still hold
  • Total Loss — sum of any losses
  • Net P&L — your overall profit or loss

Hover over any stat card to see a tooltip explaining how it's calculated.

Dashboard Charts

Everything analytical lives on the dashboard itself:

  • Portfolio — net P&L, ROI, realized vs unrealized, and how much of your capital is invested, blocked or free
  • Up next — open IPOs closing soon, IPOs opening soon, and allotment / listing days for IPOs you applied to
  • Applications — how many are awaiting allotment, allotted or not allotted, and your hit rate
  • Profit by IPO — your biggest winners and losers, ranked
  • Recent activity — applications, allotment results and sales in one list
  • By account — applied capital, hit rate and P&L for every demat account (sortable)
  • Realized profit by month — how your booked profit has moved over time

Capital Management

The Capital page helps you understand where your money is at any point.

Capital Summary

The summary shows a complete breakdown:

  • Total initial capital — sum of all your fund sources
  • Breakdown by source type — own funds, credit card, borrowed, other
  • Capital status — how much is applied, blocked, invested, refunded
  • Returns — sale proceeds, realized profit, unrealized profit, net P&L
  • Available balance — how much capital you have free to deploy

The page also shows the formula used to calculate your available balance, so you can understand exactly how the number is derived.

Fund Sources

Track where your IPO investment capital comes from by adding fund sources. Each source has:

  • Name — e.g., "Savings account", "Mom's contribution"
  • Source type — Own, Credit Card, Borrowed, or Other
  • Amount and date added

This is especially useful if you borrow money for IPO applications or use credit card limits — you can track exactly how much of your capital is borrowed vs your own.

Related Guides