Track every trade, analyze portfolio performance, manage multiple client accounts, and generate SEBI-compliant reports — all in one powerful platform built for professional money managers.
Purpose-built for portfolio managers, family offices, and wealth managers handling multiple client portfolios.
Log every buy/sell with notes, rationale, screenshots & tags. Full audit trail for SEBI compliance.
Manage unlimited client accounts under one dashboard. Perfect for PMS and family office structures.
Deep-dive into returns, drawdowns, Sharpe ratio, sector allocation and benchmark comparison.
One-click generation of client reports, performance disclosure, and regulatory filings.
Set custom alerts for stop-loss triggers, target prices, rebalancing signals, and risk limits.
256-bit encryption, 2FA, IP whitelisting, and complete data sovereignty with daily backups.
Streamline your SEBI-registered PMS operations. Manage discretionary and non-discretionary portfolios with full compliance support.
Comprehensive wealth tracking across equities, debt, real estate, and alternative assets for UHNW families.
Serve your HNI clients better with professional-grade tools for portfolio construction and rebalancing.
Securely link your Zerodha, Angel One, or any Indian broker account. Auto-sync all historical and live trades instantly.
Onboard multiple clients with their individual portfolios, risk profiles, and investment mandates in minutes.
Start logging trades with rationale, view analytics, and track performance vs benchmarks in real time.
Send professional SEBI-format reports to clients with one click. Build trust and demonstrate your alpha.
"StockJournal Pro transformed how we manage our 40+ client portfolios. The SEBI-compliant reporting alone saves us 20 hours every month."
"Managing a ₹500 Cr family office was complex until we found this. The multi-asset tracking and consolidated reporting is exceptional."
"The trade journaling feature with entry/exit rationale has made our investment process more disciplined. Returns improved by 3% in one year."
No hidden fees. Cancel anytime. All plans include 30-day free trial.
For independent advisors
For PMS managers
For family offices & large PMS
Join 500+ PMS managers and family offices who trust StockJournal Pro for their daily operations.
No credit card required • SEBI compliant • Setup in under 10 minutes