We are pleased to announce our most exciting release of MProfit yet…v5.0. Customers have been telling us they wanted a way to import their financial data and with v5.0 you can now import your data. We provide 4 ways to import your data:
1. Brokerage digital contract notes. We currently support Anagram Securities, IL&FS, Kotak, Lalkar, MF Global, Motilal Oswal, Reliance and many others. If your broker is not listed please let us know and we’ll add them.
2. CAMS/KARVY mutual fund files. We support Karvy 201/221, CAMS WBR2 and CAMS personal files.
3. Predefined Excel formats – Using the templates provided you can import your stock and mutual fund transactions. Stock template | MF template
4. Online portals. We currently support Value Research Online and NJ Fundz. This allows you to keep a backup of your financial data on your computer and also aggregate all your financial data.
Video of New Features
If you would like to see the import feature, below is a YouTube video showing v5.0 in action.
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 antivirus software and/or firewall is not blocking the download.