Admin Dashboard
Overall performance overview
Business Overview
Segment-wise performance: Stock Market, SIP, Insurance, Student
Client Search
Search any client by name or ID to see their complete history in one place
Employee Performance
All employees overview
Brokerage Records
All brokerage entries
Points
Employee points leaderboard & history
Meetings
All client meetings
Mutual Fund / SIP Records
All SIP and Lumpsum entries
Insurance Records
All insurance entries
Account Opening Records
All demat account openings
🏆 Contests
Track your level in ongoing contests
All Leads
Client leads from all employees
Student Portal
Name, admission date, fees, pending, demat status — all in one place
Attendance Records
Employee attendance tracking
Manage Employees
Add, edit or deactivate employees
Add Brokerage
Add Points
Add monthly points for an employee
My Dashboard
Your performance overview
My Team
View and edit sub-employees' Accounts/SIP/Insurance/Students
Brokerage (Client-wise)
Accounts
SIP / Mutual Fund
Insurance
Students
Call & Trade Summary
Calling List (Clients)
Call & Trade Log
Income & Expense
Trading Journal
Track intraday, swing and positional trades with automatic target/stop-loss detection
Call and Trade
Daily calling list — click a client to log call & trade (separate from Accounts, no brokerage impact)
Calendar & History
Watchlist
Next-day trade prep — stocks to watch, star the must-buy picks
Reminders
Follow-up notes — set a date, get a popup+sound reminder on that day
Add Mutual Fund
Enter SIP or Lumpsum details
Add Insurance
Add Account Opening
Add Lead
Add Student Referral
Track students referred to IdealFinway batch
Add Meeting
Log a client meeting
My Attendance
Mark and view your attendance
Punch In in the morning, Punch Out in the evening. Leave the time blank to use the current time automatically. Only one record is created per day (in+out).
My Brokerage
View only
My SIP / Mutual Fund
My Insurance
My Account Openings
My Leads
My Students
Students referred by you
My Points
Your total points and month-wise history
My Meetings
Upload Choice Sheet
Upload the Choice Bi Report (brokerage sheet) - clients will automatically be matched to employees
Client Brokerage
Client-wise brokerage (from Choice uploads) — REMESHIRE amount
Finance Dashboard
Income, expense and profit overview
Add Income
Student fee, insurance, brokerage or any other income
Add Expense
Any office expense
Income & Expense
Saari entries — professional hisab kitab
Monthly Hisab
Month-end settlement - auto-calculates net payable for each employee
My Hisab
Your month-wise settlement (view only)