MProfit has proved to be an excellent & superb value for money portfolio managemnt software for a pure-fee only investment advisor like me. It allows a seamless interface with multiple options to upload transactions, with automatic computation of capital gains, XIRR etc. The report suite is also excellent which allows customisation & branding as well. And the biggest diffrentiator at MProfit is their superb customer service. I do not think I have seen such an excellent customer service anywhere else, atleast not in the financial services space. Also, the price is very affordable. All in all, its a great & highly recommended portfolio management tool for investors as well as advisors.

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 !!!!

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

Congratulations for being a leading software for share market investments. The software is very efficient in displaying all the required reports, well formatted besides easy-to-use. Managing client portfolio is now the most easy work in a highly volatile market.
We are using it for the last 3-4 years and received great support from your team, always very quick. When our license expired it was renewed very easily by a single phone call. The license cost is highly competitive. We are very satisfied using MProfit.

All the very best. Keep up rising!

Purchased MProfit after considerable study on available software on Portfolio management lasting five months in Jan 2017. It is a user friendly, purposeful and very competitively priced product. Product support team is thorough, smart and cooperative.

It is the best software to manage your Portfolio. No need for manual entries as it automatically imports the Contract Note. They have templates for all the brokers. And the best part is their Support. They are very swift in responding to queries (there was a change in format of Contract Note sent by my broker. I emailed them and they immediately updated the template with latest version). Thank You MProfit.

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.

Use of this software has saved countless hours as its very easy to import contract notes, Bank statements etc and create P&L, B&S. Also, customer support is prompt in resolving all queries

I think its a most awaited solution for investors investing in the Indian stock market. We all were always in need for a suitable accounting solution to simplify the various gains from the stock market. Best solution one can get to differentiate your gains into long term, short term and speculation

I do not remember since when I started using MProfit, but it is the best portal. Divided by Investments, united by MProfit – is all can say about MProfit. Very fast response to queries. Sharp and up-to-date Support Team

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

My father is an extensive share trader and has been doing that for the past 35 years or so. From childhood I have seen him maintain share accounts with pen and paper which would take a lot of his time. And computing profit/loss statements manually from these account books was absolutely nightmarish. Around 10 years back I managed to move him from notebooks to excel sheets on computer. But still it was a cumbersome job for him as his knowledge of excel was limited to basic formulas. There was no free software available at that time which would do his kind of calculations and maintain accounts. And then I discovered MProfit around 3 years back.

The best thing about MProfit is that a free version is available for net investments up to Rs. 50 lacs. Initially my father was reluctant but once he got a hang of it he made me buy the Investor+ version for him. Currently my father is managing 4 stock portfolios (himself and 3 other family members) using this software. He no longer has to maintain notebooks or excel sheets for his share trading. The import module makes the task of inputting information very easy. And the reporting module provides every kind of analysis and profit/loss statement that a serious investor can ask for. The software support team also keeps the software up to date with changes in government policies like grandfathering scheme in profit/loss statements, updates to broker contract note formats with GST, etc.

All in all, MProfit has made investing very simple for people like my father. I keep recommending MProfit to anyone and everyone who deals in the Indian stock market. All the best to the MProfit team!

I have been using MProfit ever since 2015. Being a Stock Broker, MProfit has helped a lot in managing my clients accounts. PMS, F&O transaction option is just fantastic.
Cheers Team MProfit.

MProfit Software is very nice software. The support team is very helpful. All queries are solved by them. My experience is very good

Have been using MProfit to manage my portfolio for some time now and I must say that it is one of the best platforms that I have used so far. Being from the finance industry myself, I am fairly picky with how I like to see my portfolio and MProfit ticks most of the boxes.

It is simple to use, shows all the relevant information succinctly and the HelpDesk is very good! They are quick to respond and try and action your suggestions quickly.

All in all, 5/5 rating. Good luck!

MProfit has proved to be an excellent & superb value for money portfolio managemnt software for a pure-fee only investment advisor like me. It allows a seamless interface with multiple options to upload transactions, with automatic computation of capital gains, XIRR etc. The report suite is also excellent which allows customisation & branding as well. And the biggest diffrentiator at MProfit is their superb customer service. I do not think I have seen such an excellent customer service anywhere else, atleast not in the financial services space. Also, the price is very affordable. All in all, its a great & highly recommended portfolio management tool for investors as well as advisors.

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 !!!!

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