Dashboard
Live overview of deadlines, bid pipeline and client coverage.
⏰ IPO Deadlines
Closing windows, pending bids and clients yet to apply.
Detail Summary — by IPO
Full lifecycle: bids created → pushed → exchange response → payment block. Updates automatically as you import iBBS files in Bid Register.
Clients
Master records used to generate every bid. Total: 0
| # | Name | PAN | Depository | Demat A/c | UPI ID | Category | Lots |
|---|
No clients yet. Use "+ Add Client" or "Bulk Import" to load your client base.
Create Bids
Generate an iBBS-ready bulk bid file in three steps.
Step 1 · Issue Details
Application series: enter the first number of your allotted series once — every selected client is assigned the next unique number automatically.
Step 2 · Select Clients & Lots
0 selected
| Name | App No. | PAN | Dep. | Demat | Cat. | Lots | Qty | Amount ₹ |
|---|
Add clients first in the Clients section.
Step 3 · Validate & Generate
0Clients selected
0Total quantity
₹0Total amount
Upload on iBBS → Upload Issue with: Exchange
BSE · File Type New Bids · Separator Comma · Type Windows. Always test in the mock session first.Bid Register
Track every bid through exchange response, payment block, allotment and refund.
A batch is recorded automatically every time you download a bid file. Import iBBS Success / Error / Payment / Allotment files to auto-update statuses (matched by Application No. / PAN), or use the ↻ toggles.
No batches yet. Download a bid file from Create Bids and it will appear here.
GMP & Subscription
Grey-market premium and subscription tracking per issue.
Grey Market Premium
Log the day's GMP — estimated listing, per-lot gain and expected profit on your clients' allotted shares are computed automatically.
Disclaimer: GMP is an unofficial grey-market indicator, not recognised by SEBI or the exchanges, and offers no guarantee of listing price. For internal reference only — always present it to clients as indicative.
Subscription Tracker
Record category-wise subscription (×) each day — useful for advising clients on category and allotment chances.
Interest Poll
Capture who wants to apply before the issue opens — then one click selects them all in Create Bids.
📲 sends a WhatsApp poll message · then mark the reply here
| Client | Mobile | Interest |
|---|
Reports
Listing-day P&L and complete per-client IPO history.
Listing-Day P&L
Enter the listing price once — actual profit is computed for every allotted client. Share it with clients to showcase the value you created.
Client IPO History
Every application, allotment and realised P&L for a client — the year-end "what we earned you" story.
Settings
Backup, data management and the iBBS file format reference.
Backup & Restore
All data lives in this browser. Take regular backups — clearing browser data erases everything.
Privacy: in local mode, data never leaves this browser. With cloud sync enabled, data is stored only in your own Firebase project, protected by your sign-in — no third party.
Integrations & Automation
Deadline notifications, 60-second dashboard auto-refresh (always on), cloud sync status and GMP auto-fetch.
Warns you when an IPO closes within 24 hours with pending work (while the app is open).
About GMP auto-fetch: public GMP websites block direct browser access (CORS), so full automation needs a CORS-enabled JSON endpoint — typically a small Cloud Function in your own Firebase project (Blaze plan) or any third-party GMP API. Paste its URL above and the ⟳ Auto-fetch button in GMP & Subscription becomes live. Manual one-tap entry always works meanwhile.
iBBS "New Bids" File Format — 19 columns
Comma separated, no header row. The generator fills every column automatically in this order:
| # | Field | Filled with |
|---|
Auto rules: CDSL → DpID
0, ClientId = 16-digit demat · NSDL → DpID = first 8, ClientId = last 8 · Cheque flag N, Cheque amount Qty × Rate · Bank / Location / blank for UPI · UPI ID in column 17 · Bid Id 0 · Action N.UPI format pending confirmation: the UPI ID column position is under verification with BSE (mock testing). Update the generator once the helpdesk reply arrives.