IPOs — click an IPO name to apply and update allotment
“Can apply more” = how many more applications of this IPO your available fund can cover right now.
Add fund entry
Only clients marked as “Fund provider” or “Both” in Client Master appear here.
Fund ledger
Add client
Fund provider = person you take money from (entered in Fund Master). IPO applicant = person in whose name/demat you apply IPOs with your money; their profit share % decides how profit is split.
1. Fund providers — money taken from
2. IPO applicants — money given to apply IPO
Add IPO
Amount per application fills in automatically as price × shares (you can change it). Planned applications × amount = fund needed, shown in Fund Master and Dashboard.