IPO Tracker

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

Below the stats, the dashboard shows four charts:

  • Profit by IPO — bar chart showing P&L per IPO (green for profit, red for loss)
  • Realized vs Unrealized — pie chart splitting your total profit
  • Capital by Account — dual bar chart comparing applied vs invested capital per demat account
  • Profit by Account — bar chart showing net P&L per account

Activity Feed

The dashboard also shows five feed cards: Upcoming IPOs, Recent Applications, Recent Allotments, Current Holdings, and Recent Sales — each showing the most recent 5 entries.

Analytics Page

The dedicated Analytics page (accessible from the sidebar) provides deeper analysis:

  • Summary cards — Overall P&L, Overall ROI, Realized, and Unrealized totals
  • Monthly realized profit — line chart tracking your profit over time
  • Allotment success rate — pie chart showing what percentage of your applications received allotment
  • Highlight cards — best/worst performing IPO, best performing account, highest profit per lot, highest ROI

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.

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