Portfolio Management Software for Indian Financial Advisors and Investors to manage stocks, mutual funds, fixed deposits and more...Personal Finance Software
(022) 4002-4149 support@mprofit.in |
With MProfit you can easily manage your PPF (public provident fund) and EPF (employee provident fund) investments.
Below is a quick introduction of how to enter your PPF/EPFs and the type of reports you can generate with it. We show you an existing PPF, how to enter a new PPF and reports you can create to view your PPF/EPF investments.
MProfit has made the process of managing your ULIPs (unit linked insurance plans) and insurance policies easier. Once you have decided which products to buy then you can easily enter in the details in MProfit and start tracking your investments.
Below is a quick introduction of how to enter your ULIPs and the type of reports you can generate with it.
Customers ask why we don’t automatically update the prices of ULIP products. The reason is because when you have a ULIP the expenses get deducted by selling some of your units. So, if we automatically updated the prices but you forget to update the quantity then you would have an incorrect amount for the total value. Hence, we recommend you update the policy value based on what your ULIP providers sends to you via mail. In addition, ULIPs are very long term products (15-20 years) so to track them on a daily or weekly basis is not really required.
Today, we are pleased to announce our latest v5.3 release.
1. One of the most requested features is the addition of 15 minute delayed prices during market hours. MProfit will automatically refresh the prices every 5 minutes.
2. Quick Reports – We have added the Group Holding Stocks report, to show which portfolios contain which stocks.
3. Reports: A new group report for ULIP/Insurance – it provides comprehensive information such as policy, nominee, sum assured, premium/withdrawal, maturity date and current policy value. Also, updated transaction reports for ULIP, Insurance and other assets. Lastly, we have revised the look of all the reports for easier viewing.
4. Import – We have added several more brokers to allow importing of contract notes from BP Equities, ODIN trade file, Pratibhuti Viniyog, Sharewealth Securities, SVS Securities and Vimal & Sons. (click for a current list of brokers)
How Do I Get The Update?
From the main menu select Help -> Check for Updates. You will need to restart MProfit to proceed with the update.
Please make sure that you have internet connectivity during this process and that your anti-virus software and/or firewall is not blocking the download.
