An automated, multi-asset portfolio tracker
Track your investments in Stocks, Mutual Funds, Bonds, F&O, PMS, AIF & many other assets. Directly import contract notes from 700+ brokers, Mutual Fund CAS and other trade reports to truly automate your portfolio tracking!
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Manage and track multiple asset classes
- Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes
- Track Absolute Gain and Annualised Return (XIRR) for all assets and portfolios
Manage multiple portfolios and create portfolio groups
- Investors can maintain individual portfolios and create portfolio groups to view consolidated holdings
- Advisors can maintain client investments in category-wise & family-wise portfolios
Auto-import trade files from any of 700+ brokers
- Auto-import contract notes & back-office files for Stocks and F&O from 700+ brokers
- Auto-import Mutual Fund CAS statements from CAMSOnline or NSDL
- Auto-import eNPS statements from Karvy or NSDL
- Import PMS & AIF statements
- Advisors: Import Mutual Fund RTA files from CAMS, Karvy & Franklin and sub-broker files for Stocks and F&O
- MProfit can import files across disparate formats like PDF, Excel, HTML, CSV, TXT & DBF
Manage your F&O positions
- Manage your Stock, Currency & Commodity F&O positions
- Import your F&O digital contract notes and trade-book files
- Create and maintain mark-to-market records for your F&O positions
- Track your Realised and Unrealised F&O Profit/Loss
Track your portfolios anywhere, anytime
- Use our Web application to manage & track your investments on any computer device
- Our Android & iOS apps allow you to track your portfolios on-the-go on a mobile or tablet device
Track live valuations and get corporate action updates
- Live price updates for Stocks and ETFs in your portfolios (with 15 min delay during market hours)
- Daily NAV updates for Mutual Funds and daily price updates for Listed Bonds
- Corporate action updates (dividend, bonus, split, merger, demerger) for stocks in your portfolios
- Historical end-of-month valuations for your Stock and MF portfolios
Get your Capital Gains in Income-Tax-Return format
- Capital Gain reports are available for Stocks, Mutual Funds and Traded Bonds
- View long-term, short-term & intra-day Capital Gain reports in ITR format
- Get Capital Gain reports compatible with tax software (ClearTax, Winman, CompuTax & more)
- Capital gains will account for provisions such as LTCG Grandfathering and Indexation, as applicable
- View unrealised capital gains to estimate your tax liability before selling an asset
Gain analytical and performance insights
- View Annualised Return (XIRR) for any asset, asset class, portfolio or group of portfolios
- Get multi-level asset allocation insights
- Get reports for Income, Due Dates, Transactions, Holding Period & various other categories
- Advisor & Family Office users get global reports with advanced AUM insights
Wealth Professionals: Provide MProfit logins to your clients
- Seamlessly provide MProfit logins to your clients
- Enable your clients to track their own portfolios on MProfit web & mobile apps
- Your clients can also view several portfolio reports and asset allocation with MProfit
- Display your logo for branding purposes in your client logins & reports
