Try the new MProfit for web & mobile

A complete portfolio management solution

With MProfit, you can seamlessly manage investments in Stocks, F&O, Mutual Funds, Bonds, Fixed Deposits, NPS, AIF & various other assets. MProfit is available on web, desktop and Android & iOS mobile devices.

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Manage and track multiple asset classes

  • Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, 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 5,000+ formats across 700+ brokers

  • Auto-import contract notes & back-office files for Stocks and F&O from 700+ brokers
  • Auto-import Mutual Fund CAS statements from CAMSOnline or NSDL
  • Auto-import eNPS statements from Karvy or NSDL
  • Import PMS & AIF statements
  • Advisors: Import Mutual Fund RTA files from CAMS, Karvy & Franklin and sub-broker files for Stocks and F&O
  • MProfit can import files across disparate formats like PDF, Excel, HTML, CSV, TXT & DBF

Manage your F&O positions in real-time

  • 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
  • Track your Realised and Unrealised F&O Profit/Loss

Update and track your portfolios on-the-go

  • MProfit's web interface enables you to use MProfit across Windows and Mac computers
  • Our Android & iOS mobile apps enable you to track your portfolios on-the-go
  • We continue to offer MProfit for Windows Desktop, if required, as an alternative to MProfit Cloud

Track real-time portfolio valuations and corporate actions

  • 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
  • Receive corporate actions updates (Dividend, Bonus, Split, Merger & Demerger) for stocks in your MProfit portfolios
  • 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 in Income-Tax-Return format
  • Capital Gain reports are also available in ClearTax, Winman, CompuTax and Spectrum tax software formats
  • Capital gains for Stocks & Equity MF are compliant with the LTCG Grandfathering provision, as per Income Tax rules
  • Capital gains for Debt MF & Gold Bonds can be viewed with & without Indexation
  • View unrealised capital gains to know your tax liability before selling an asset

Gain portfolio insights with analytical and performance reports

  • View Annualised Return (XIRR), Historical Valuation and detailed Capital Gain reports
  • View Income reports, Due Date reports, Transaction reports, Holding Period reports & many more
  • Get asset allocation insights with MProfit's interactive dashboard
  • Advisors get multi-client global reports for AUM, Asset Allocation, Portfolio Weightages, Top 5 Assets, Client-wise Holdings & more

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
  • Display your logo for branding purposes in your client logins & reports

Automate your investment-related accounting

Available on MProfit for Windows Desktop

  • 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
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MProfit has been top class

One of the most important elements of being in the service industry is how well you respond to queries and how quick are your to respond to clients. MProfit has been top class in both – the quality and promptness, thank you and keep it up.

Sagar Mehta, CGS CIMB Securities

Manage one’s portfolio across different asset classes in a fraction of time

Indian Stock Market, with ever changing regulations, legislation, complexities and hundreds of Brokers having their own way of generating contracts/reports etc is a nightmare for any software developer who wants to automatize. Myself being a CA & having basic programming knowledge thought it was an impossible task till I came to know about MProfit in 2015.
MProfit has made this herculean task a reality and it allows one to manage one’s portfolio across different asset class in a fraction of a time and is quite simple to operate. A person having multiple broker accounts and multiple demat accounts can also have a seamless data updation, which is the beauty of product & shows the immense thoughtfulness in the product architecture.

MProfit team members deserve a big kudos for passionately resolving each and every query of users (2200+ broker/templates of different segments) MProfit is priced at an affordable level even for a small trader/investor and is also given Free for the basic version – these traits are quite rare considering the Indian environment.

For the Accounting module, the idea of Importing the entire bankbook (even broker ledger) and minimizing the monotonous typing efforts, which otherwise are prone to errors, deserves a special mention. Also, getting a FAMILY/GROUP portfolio data with a single click is a boon.

In a nut-shell, MProfit is one of the most versatile product for Portfolio & Accounting running successfully and am glad and confident that this Made in India product will be honoured globally

Sandeep Shah, CA

Manage multiple portfolios hassle free

MProfit has made managing multiple portfolios absolutely hassle free for me. I can now manage multiple accounts by spending not more than 15 minutes a day and its easy reports allow me to get actionable insights. Capital gains and other reports make year ending also easy for me. Would gladly recommend this product to anyone managing large multiple portfolios. Please do note this is not an investment recommendation or technical analysis tool.

Ashwin Balasubramaniam

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