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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Leading software for share market investments

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!

Abhijeet Joshi, Wealth Orchard Consultants

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

Excellent software

I purchased it in August 2016 for 1st time. I found it very useful for retail investors. It was very complicated to find out short term and long term profit before purchase of this software. But now it is very easy to calculate it. I also suggested to my friends and recently some of them also bought it.
This software is very excellent. I will definitely suggest to every one who is dealing in share markets

HARDIK N. PATEL, Partner
Jay Gruh Udyog

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