Help Guide
Account, Billing & Data
Manage your profile, subscription, and data from the Settings page (accessible from the sidebar or the "more" menu on mobile).
Profile Settings
Update your personal details:
- Full name — displayed in your account
- Mobile number — optional, for your records
- Change password — set a new password (minimum 6 characters)
Plans & Pricing
Free Plan
The free plan lets you track up to 3 IPOs with full access to all features — applications, allotments, holdings, sales, analytics, capital management, and data export. The only limit is the number of tracked IPOs.
Pro Plan
Pro removes the IPO limit — track unlimited IPOs across all your demat accounts. Two pricing options:
| Plan | Price | Savings |
|---|---|---|
| Monthly | ₹99/month | — |
| Yearly | ₹999/year | ~17% off |
How to Upgrade
You can upgrade from the Settings page or when you hit the 3-IPO limit. Select Monthly or Yearly, and complete payment through Razorpay (UPI, cards, net banking, and wallets accepted). Your Pro access activates immediately.
Cancelling Your Subscription
You can cancel anytime from the Settings page. Your Pro access continues until the end of your current billing period. After that, you return to the free plan — your data is preserved, but you won't be able to add new IPOs beyond the 3-IPO limit.
Switching Plans
To switch from Monthly to Yearly (or vice versa), cancel your current plan and resubscribe to the new one after the current billing period ends.
Data Backup & Restore
Export
Download a complete backup of all your data as a JSON file. This includes every IPO, demat account, application, holding, sale, and fund source. Go to Settings and click Export Data.
Import
Restore from a previously exported backup by uploading the JSON file on the Settings page. Note that importing replaces all your current data — it's a full restore, not a merge. All IDs are regenerated for security.
Deleting Your Account
If you want to permanently delete your account and all associated data, go to the Danger Zone section at the bottom of Settings. You'll need to type "DELETE" to confirm. This action:
- Deletes all your IPOs, accounts, applications, holdings, sales, and fund sources
- Cancels any active subscription
- Removes your authentication account
This cannot be undone. Export your data first if you want to keep a copy.
Related Guides
- Getting Started — set up your account
- Tracking IPOs — understand free plan limits
- Analytics & Capital — what your data powers