Desktop application
Daksh keeps your holdings, trade journal, broker sync and reports on your own machine. It works offline, and your data stays in a local database you control.
A licence is activated on a device and stays valid offline for the licensed period.
Portfolio value
Your holdings
Four areas, all on your machine. No market data is invented, and nothing here places an order.
Holdings and positions in one place, with the numbers computed from your own records rather than a server you cannot audit.
Record what you did and why, then read it back. Kept locally so your trading history is not someone else's dataset.
Pull holdings and trades from a linked broker account. Read-only: Daksh never places an order.
Summaries generated from your own data, exported for your own records.
One purchase, one key, activated on your device.
Pay online and receive a licence key by email.
Enter the key in Daksh. The app checks it once and then works offline.
The licence stays valid until its expiry date, whether or not you are online. Renew whenever you like.
The desktop application is the full product. The online portal carries the same shape with lighter limits, so you can look at your book from a browser without installing anything.
The portfolio and journal view in a browser, with broker data fetched automatically. Three portfolios, three brokers each.
The full offline application: unlimited portfolios, as many brokers as you need, with data fetched directly from your broker.
Included in both. Ask questions about your own holdings and journal entries rather than about markets in general.
Free is a real tier, not a trial: one portfolio, three brokers, entered by hand. Paid plans fetch broker data automatically and lift the caps.
| Free | Cloud | Desktop + Online | |
|---|---|---|---|
| Where it runs | Online portal | Online portal | Desktop application and online portal |
| Portfolios | 1 portfolio | 3 portfolios | 3 online portfolios, unlimited on the desktop app |
| Brokers per portfolio | Up to 3 brokers per portfolio | Up to 3 brokers per portfolio | Up to 3 brokers per portfolio |
| Broker data | Entered by hand, no broker sync | Fetched automatically | Fetched automatically |
| Daksh AI Co-pilot | Included | Included | Included |
| Tools and analytics | Basic tools; advanced tools locked | Everything, including future tools | Everything, including future tools |
Portfolio and broker limits apply to the cloud portal. The desktop application has no caps, and a Cloud + Desktop plan gives you both.
Plans start at ₹999 per month. Cancel any time; the licence keeps working until the period ends.
Full pricing