Try the new MProfit for web & mobile

A complete portfolio management solution

Powered by an intuitive interface on Web, Desktop, Android and iOS devices, MProfit lets you maintain multi-asset investment portfolios and automates import of data from 700+ supported brokers, MF registrars & other sources

View Features

Manage and track multiple asset classes

  • Manage your investments in Stocks, Mutual Funds, Traded Bonds, Insurance, 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 data from 4,000+ file formats across 700+ brokers

  • Forward your files via email to have your data auto-imported to MProfit
  • Auto-import contract notes & many other back-office files for Stocks
  • Auto-import your PDF Mutual Fund CAS statement from CAMS or NSDL
  • Import your PMS and AIF statements
  • Advisors can auto-import Mutual fund back-office files from CAMS, Karvy & Franklin as well as sub-broker files for Stocks
  • MProfit supports import across disparate formats like PDF, Excel, HTML, CSV, TXT and DBF

Update and track your portfolios on-the-go at any time

  • MProfit's web interface enables you to use MProfit across Windows and Mac computers
  • Our Android & iOS mobile apps enable you to conveniently update & track your portfolios on-the-go
  • MProfit continues to offer our Windows Desktop application as an alternative to MProfit Cloud, depending on user preference

Track real-time portfolio valuations

  • Receive live price updates (with a 15 minute delay) for Stocks and ETFs in your portfolios
  • Receive daily NAV updates for Mutual Funds and daily price updates for Listed Bonds
  • View historical valuations for your Stock and Mutual Fund portfolios

Get Capital Gains in Income-Tax-Return format for Stocks, Mutual Funds & Bonds

  • View long-term, short-term & intra-day Capital Gain reports compliant with Income Tax rules
  • View unrealised capital gains for any asset, to know your tax liability before selling
  • Capital gains for Stocks & Equity MF can be viewed with & without the Grandfathering provision
  • Capital gains for Debt MF & Gold Bonds can be viewed with & without indexation

Gain insights with MProfit Reports

  • View Annualised Return (XIRR) reports, Capital Gain reports in Income Tax format, Historical Valuations and many more
  • Investors can view reports for any individual portfolio or group of portfolios
  • Advisors can view client-wise reports in MProfit
  • Advisors also get multi-client Excel reports that provide AUM & client-wise holding details

Advisors: Enable your clients to track their portfolios on web & mobile

  • Seamlessly provide free MProfit logins to your clients
  • Your clients can track real-time portfolio valuations with MProfit web & mobile apps
  • Your clients can also view reports and asset allocation in MProfit

Automate your investment-related accounting

Available on MProfit for Windows Desktop
Coming soon to MProfit Cloud

  • Import your 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

Manage your F&O positions in real-time

Available on MProfit for Windows Desktop
Coming soon to MProfit Cloud

  • 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
  • View F&O Summary, Profit/Loss, Transaction and Turnover reports
Previous
Brilliant job

Just Downloaded the cloud version 10. Still to explore it completely but already thrilled to the awesome work done.

Also soo sooo soo glad to have the iOS App. Amazing Work! Congratulations to the team! 

Allied Investments

Very good base for accounting and a whole lot of MIS reports

MProfit provides a very good base for accounting of various financial products and a whole lot of MIS reports for decision making. This is coupled with a very quick and efficient back support team which takes the software to another level. Pretty impressed with the work 🙂 Keep it up guys !!!!

Rinkesh Jain, Ambavat Jain & Associates LLP

Must-have software for all retail investors

The first important step to be taken after you start your investment is to manage your portfolio by doing an accounting for the same. While searching for an investment management desktop software I came across a name MProfit Portfolio Management and Accounting Software. I gave it a try since it had both the modules in one which I felt would make my investment journey a bit easy.

I was amazed how easily and fast I could import and record all transactions and get all types of Misc. and Statutory Reports with almost zero effort. The accounting module is extremely user friendly and much more easy and fast than the existing accounting software available in the market which is just like a blessing in disguise. Fast submission of accurate accounting reports during the year-end has now become an easy task.

Also being a desktop application along with many extremely helpful features makes information safe, secure and a best value for money. A very good and must have software program for all independent retail Investors.

Really appreciate the effort you guys are taking at MProfit and thank you for the same.

Good luck and God Bless

Mansukh Savla

Next

Try MProfit for free