tradeHQ logs into every broker and bank for you and shows the family's profit, cash, ROI and holdings in one place — every morning. No downloads, no logging into six portals.
Runs on your PC · credentials encrypted, never transmitted.
The real tradeHQ dashboard. Figures shown are anonymised demo data.
Multiple broker accounts, several banks, every family member trading their own — and not a single consolidated view.
P&L, cash, ROI and holdings are scattered. You log into account after account just to answer “how are we doing?”
Numbers rarely tie out across brokers and the books. Matching them is manual, slow and error-prone.
Free cash sits idle across broker accounts while margin is deployed elsewhere — and nothing shows you the whole picture.
Sound familiar?
tradeHQ auto-pulls from all your broker & bank accounts and rolls them up by account, person and the whole family — automatically, before you ask.
One list of every position across all your brokers and family members — quantity, average cost, live price, market value and unrealised P&L.
Realised P&L and ROI by trade type — F&O, equity, commodity — for any period you pick: today, this week, this month, this FY. Drill from family down to account and category.
A live split of where the family's money actually sits — equity, mutual funds, deployed margin, free cash and MTF — per person and overall.
A daily, plain-English read on the scrips you actually own and watch — green / amber / red severity and a two-line summary framed by your position. Not a generic headline feed.
tradeHQ replays each broker's own web back-office with secure login + TOTP to fetch holdings, funds, P&L and ledgers — data the official APIs don't even expose. It refreshes on launch, so your dashboard is fresh before you ask.
tradeHQ is the operational front; your Accounts HQ books stay the system of record.
Net cash-flow posts into each person's Accounts HQ book — gated and previewed first. Your books remain the source of truth.
When a pulled number doesn't tie out, it's flagged — never silently shown as right. A wrong number must never look correct.
Everything runs on your PC. Passwords and TOTP secrets are encrypted at rest (Windows DPAPI) and never leave the machine.
Per-person books, flexible groups and every platform — consolidated, yet cleanly separate where it matters.
Separate books & cash-flow — tax stays clean per PAN.
Bucket accounts by strategy or capital, your way.
All platforms, rolled into one family view.
Every broker you add, the whole family, profit by day/week/month — for the price of one OTT subscription.
Deep research is an optional AI add-on, billed only when you run it — you approve the price before each run.
Connect your accounts once and see the whole family's portfolio — profit, cash and holdings — every morning. Your data stays on your machine.