A complete portfolio management solution

Powered by an intuitive interface, MProfit lets you view your data across Desktop, Web, Android & iOS devices. Insightful reports in MProfit help you make sound investment decisions.

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Maintain and track multi-asset investments

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

Manage multiple portfolios and create groups to view consolidated holdings

  • Investors can maintain individual & group portfolios in MProfit and track them on web & mobile
  • Advisors can manage client investments and allow clients to track their portfolios on web & mobile

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

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

Track your portfolios on-the-go on Web, Mobile or Tablet

  • Use MProfit on web, Android or iOS mobile devices
  • Access MProfit's new Dashboard tool to analyse personal or client holdings and asset allocation
  • View your holdings asset-wise or portfolio-wise to gain a two-fold investment perspective

Compute capital gains for Stocks, Mutual Funds and Bonds

  • 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

Automate your investment-related accounting

  • 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

  • Manage your Stock, Currency & Commodity F&O positions
  • Import your transactions from F&O digital contract notes and trade-book files
  • Create and maintain mark-to-market records for your F&O positions to match your ledger with your broker's ledger
  • View F&O Summary, Profit/Loss, Transaction and Turnover reports

Stay updated with live valuations for 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

Get advanced insights with MProfit Reports

  • View your Annualised Return (XIRR) reports for any asset or portfolio
  • Track your portfolio performance over time with Historical Valuation reports
  • View advanced Stock Register, Holding Period and Closing Balance reports
  • Generate detailed transaction reports across all asset classes
  • Compare & optimise what you pay in charges with Brokerage Details, STT & Transaction Charges reports

Advisors - Enable your clients to view their portfolios on web & mobile

  • Seamlessly provide unique MProfit logins to your clients
  • Your clients can track real-time portfolio valuations for free with MProfit
  • Your clients can view their asset allocation dashboard and select MProfit reports
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User friendly, secure & scalable tool for investors and advisors

Thanks to MProfit software for creating a user friendly, secure, scalable tool for investors and advisors. I wish I had known about it earlier. But it has made meeting my professional obligations very easy. Best is the possibility of uploading any format like Karvy, CAMS, and CAS files and track investment progress.
Clubbed with a responsive support team which is extremely proactive. I am your proud user and recommend more advisors and investors to make use of this resource.

Deepa Nittala, Financial Advisor

Fully satisfied with MProfit

I am using MProfit Free version for the last week and am fully satisfied with it. I am planning to upgrade it to a paid version shortly, since I also need to make entries for my F&O trades.
I am delighted to note that they care even for the users of the free version, my query got resolved in 24 hours. The features are also very good.

Vinod Ambavat, Partner
Ambavat Jain & Associates LLP

Affordable Price & Advanced features

I first heard of MProfit in 2008 or 2009 when I was an NRI and needed something that would help me keep track of my investments in India. I downloaded the trial version, and it took almost no time for me to realise that this is exactly what I needed and that no other software even came close to offering the features that M-Profit does. I am able to keep track of all my investments in Mutual Funds and Equity Shares, ULIPS and Bonds, with prices updated in real time with just a 15 minute time delay.

I have been using it ever since and over the years MProfit has only got better. While its free version offers all its basic features free of charge to small investors whose holding is less than 50 lakhs, its Pro version now also includes Futures & Options, as well as information on historical pricing of the assets for advanced performance analysis. It also offers the ability to integrate accounting so you may not even need a separate accounting software.

The program can generate a wide variety of reports from the data such as Asset or Category wise transactions, LT and ST Capital Gains, XIRR, Profit & Loss, etc. The reports can also be generated in the Income Tax Return Format so you can attach the same directly to your IT returns. The latest version of the software also includes data on grandfathering so that Capital Gains going forwards are accurately calculated.

Its affordable price and advanced features makes it a product every serious investor should seriously consider acquiring for personal portfolio management

Harinder Kandhari

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