Blog

Managing your ULIPs and Insurance

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 […]

15 February, 2011
MProfit v5.3 update available

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 […]

10 February, 2011
MProfit v5.2 update available

We are pleased to announce our latest release v5.2. It contains several new reports, our new Quick Reports feature and many new import options. 1. Trading Profit/Loss Reports – Trading summary and detailed reports useful for investors who track their profit/loss on their trading activities in stocks based on average purchase price. The calculations would […]

5 January, 2011
Getting Your Mutual Fund Information

Many mutual fund investors face a common problem which is getting a summary of all their mutual fund investments.  Since each mutual fund house will send their own report it is up to the investor to summarize the data. Luckily, the two major mutual fund registrars – CAMS and Karvy provide a facility to allow […]

4 October, 2010
MProfit v5.1 update available

Today we are releasing v5.1 of MProfit.  Since the release of our import feature in v5.0 we have received many requests to add more brokers and online portals.  We realized we needed to make the import window much easier to use so we streamlined the import window to handle the growing list of import options […]

22 September, 2010
MProfit v5.0 update available

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, […]

13 August, 2010
Moneylife features MProfit

Moneylife Magazine recently did a feature story on the various tools available to manage your money. Moneylife is a leading personal finance magazine that was started by Debashis Basu and Sucheta Dalal, they provide excellent common sense advice about money. Sucheta Dalal is an award-winning business journalist and author of several books including “The Scam: […]

3 August, 2010
MProfit Basics – Create Portfolios

At MProfit, we get many queries from customers on the best way to financially plan for the future. Due to the frequent queries, we are starting a new blog and YouTube series called MProfit Basics. MProfit allows you to organize, manage and track all your investments, making it easier to plan for the future. In […]

19 May, 2010
Overview of Reports

We have updated our Reporting Overview video to reflect the new reports and the changes to some existing reports. MProfit has 5 main categories for reports: Analytical, Transaction, Capital Gains, Accounts and Miscellaneous. We could tell you more, but it’s probably better if you just watch the YouTube clip below:

13 May, 2010
MProfit v4.2 update available

As part of our continuous effort to improve MProfit we have added several new reports and improved the layout of several existing reports. With our reports, you get a snapshot of your overall asset allocation and can analyze if you are over invested in a specific asset class, stock or mutual fund and then decide […]

29 April, 2010