Tracking IPO applications: an Excel sheet vs a tracker app
Once more than one or two people in a family apply for IPOs, someone usually starts a spreadsheet. It works, up to a point.
What a good IPO sheet needs
One row per application: person, PAN (or just their name), IPO, category, lots, amount blocked, date applied, allotment result, shares allotted, listing price, sale price and profit. Add a column for whether the blocked money has been released.
Where the sheet gets painful
Each IPO's dates, lot size and price must be typed in by hand. On allotment day someone has to check every PAN on the registrar's site and update the sheet. Profit needs the listing price looked up. And when several people edit one sheet, mistakes creep in.
What a tracker app adds
A dedicated tracker fills in IPO details for you, works out the category from the amount, shows money blocked across the family, checks allotments by PAN and emails the results, and builds the profit and loss from listing prices.
IPO Khata
IPO Khata is a free IPO tracker built for families and multiple accounts. Add each family member once, record applications in a few taps, and it does the allotment checks and the P&L. And the P&L page downloads as a CSV file, so you can open it in Excel too.
Related guides
- How to track IPO applications for your whole family
- Can family members apply for the same IPO separately?
- How many lots should you apply for in an IPO?
More on applying for an ipo
- How to apply for an IPO in India
- The IPO UPI mandate, explained
- What the cut-off price means in an IPO
- How to modify or cancel an IPO bid
- Applying for an IPO through net banking (ASBA)
- When to apply for an IPO
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Information, not investment advice. GMP is an unofficial grey-market indicator; figures come from public sources (InvestorGain) and may be late or wrong. Not registered with or affiliated to SEBI, the exchanges, the registrars or InvestorGain.