Use MProfit to make smart investment decisions

Some of India's largest Family Offices swear by MProfit to manage their multi-asset investments and track their investment performance across various financial advisors & brokers.

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MProfit is trusted by

Maintain and track your multi-asset investments

  • Consolidate your family investments across Stocks, Mutual Funds, Traded Bonds, F&O, FDs, Insurance, PPF & more
  • Track your investment returns in terms of Absolute Gain or Annualised Return (XIRR)

Manage portfolios across multiple families and create custom groups of portfolios

  • Maintain individual & group portfolios in MProfit and track them on web & mobile
  • Manage your portfolios broker-wise or demat-wise, if required

Aggregate transaction data from 3,500+ file formats across 700+ brokers

  • Import your Stock, F&O digital contract notes and trade-book files
  • Upload your Mutual Fund CAS and back-office files from CAMS, Karvy & Franklin
  • Import your bank statements from 60+ Indian banks
  • Formats supported for import in MProfit include Excel, PDF, HTML, CSV, DBF and text

Stay updated with live valuations for all your portfolios

  • Receive live price updates (with a 15 minute delay) for all Stocks, ETFs & NSE Stock F&O in your portfolios
  • MProfit provides daily NAV updates for Mutual Funds and daily price updates for Listed Bonds
  • View historical end-of-month prices for Stocks and Mutual Funds

View your Capital Gains for any asset, portfolio or family

  • View long-term, short-term & intraday Capital Gain reports compliant with Income Tax rules
  • Capital gains for Stocks & Equity MF are available with and without Grandfathering
  • Capital gains for Debt MF & Gold Bonds are available with and without indexation
  • Compute unrealised capital gains to know your tax liability before you sell any asset

Utilise the asset allocation dashboard and insightful advanced reports

  • View Annualised Return (XIRR) reports for any portfolio or group of portfolios
  • Analyse asset allocation for any family, and view data asset-wise or portfolio-wise
  • Gain insights with AUM, Asset Holding and Closing Balance reports
  • Track portfolio performance over time with Historical Valuation reports

Seamlessly maintain your family accounts

  • Import bank statements from 60+ Indian banks
  • Link PMS portfolios to your Accounting module to eliminate data-entry in two places
  • Auto-generate vouchers and ledgers from Stock, MF & F&O transactions
  • Auto-generate year-end vouchers to close books of accounts
  • View Balance Sheet, Trial Balance and Profit/Loss reports
Previous
Excellent software

I purchased it in August 2016 for 1st time. I found it very useful for retail investors. It was very complicated to find out short term and long term profit before purchase of this software. But now it is very easy to calculate it. I also suggested to my friends and recently some of them also bought it.
This software is very excellent. I will definitely suggest to every one who is dealing in share markets

HARDIK N. PATEL, Partner
Jay Gruh Udyog

A solution for financial data maintenance

MProfit is a solution for financial data maintenance. The key features are: 1. excellent management & staff and their response 2. cost effective 3. user friendly.
The most important part is their positive attitude and prompt response to queries. Notably they understand problems and needs of the customers. Data import function is a very useful function of the software. One can easily import all kinds of data. One can test all real features of the software for a 1 month trial period and service of Pre trial & Post trial is the same.

Mandar Bhalerao
P-Cube Enterprises Pvt. Ltd. (Group company of Praj Industries)

Manages mine & family member portfolios very well

I have been using MProfit for the last 3 Years & selected this software after studying various other Portfolio Management software (Free & Paid). MProfit manages mine & family member portfolio very well. It has Grouping facility where individual portfolios can be combined to view current positions at a glance. For any queries, the MProfit Support Team is very good & provides immediate resolution of query.

Ravi Modi, Technical Director
ThinPC Technology Pvt Ltd

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