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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Capital gain calculator and tax friendly reports

The main part of MProfit that caught my eye was the capital gain calculator and the tax friendly reports they generate. Team MProfit have done an amazing job in removing tax hassels for investors and traders alike. Their contribution towards this area is immense and better still its free for investors to use.
I would certainly recommend using this to maintain your equity portfolios and for your capital gain calculations. Kudos to team MProfit and their great work.

Sunit Pinto, S A Financial Services

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

Such a useful application

I am using MProfit Investor for almost an year. I would tell you that I thoroughly enjoy using the application and just yesterday I migrated to v10 and I am even more delighted.

The addition of the web client and the mobile app with cloud sync is extremely useful. I can see that one by one all the features of desktop app are coming to web client and expect the Portfolio import option to be implemented as soon as possible.

Thanks once again for doing a tremendous job developing such an useful application.

Keep rocking!!

Hrishikesh

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