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Powered by an intuitive interface, MProfit lets you view personal or client investment portfolios across Desktop, Web, Android & iOS devices. Insightful reports in MProfit help you make sound investment decisions.
Manage multiple portfolios and create groups to view consolidated holdings
Import transaction data from 3,500+ file formats across 700+ brokers
Compute capital gains for Stocks, Mutual Funds and Bonds
Automate your investment-related accounting
Indian & NRI Investors, prominent Financial Advisors & Brokers, reputed CA firms & some of India's largest Family Offices.
I was doing my mutual fund with a national distributor and was keen on doing myself. But, the biggest hurdle was a software which would integrate my investments in my code as well as those done with the ND. After searching for all that was available in the market, I had almost given up hope when somebody suggested me MProfit.
LO! It changed my life.
MProfit is one of the most Advisor-friendly software available in the Market today. Not only that, its cost is very competitive. I am now more confident of doubling my AUM as I fully concentrate on increasing my AUM without having to worry about a reliable Portfolio Program. MProfit does this and more.
MProfit not only maintains the records in an extremely user-friendly manner but also generates all kinds of very very useful reports. It is doing the job of 3 Office Staff for the salary of HALF A CLERK!!!
Srikanth Matrubai, CEO
SriKavi Wealth Advisors
Indian Stock Market, with ever changing regulations, legislation, complexities and hundreds of Brokers having their own way of generating contracts/reports etc is a nightmare for any software developer who wants to automatize. Myself being a CA & having basic programming knowledge thought it was an impossible task till I came to know about MProfit in 2015.
MProfit has made this herculean task a reality and it allows one to manage one’s portfolio across different asset class in a fraction of a time and is quite simple to operate. A person having multiple broker accounts and multiple demat accounts can also have a seamless data updation, which is the beauty of product & shows the immense thoughtfulness in the product architecture.
MProfit team members deserve a big kudos for passionately resolving each and every query of users (2200+ broker/templates of different segments) MProfit is priced at an affordable level even for a small trader/investor and is also given Free for the basic version – these traits are quite rare considering the Indian environment.
For the Accounting module, the idea of Importing the entire bankbook (even broker ledger) and minimizing the monotonous typing efforts, which otherwise are prone to errors, deserves a special mention. Also, getting a FAMILY/GROUP portfolio data with a single click is a boon.
In a nut-shell, MProfit is one of the most versatile product for Portfolio & Accounting running successfully and am glad and confident that this Made in India product will be honoured globally
Sandeep Shah, CA
I have been using MProfit for last few years. It is indeed a very good software, especially for its XIRR calculation and many other features