An automated, multi-asset portfolio tracker

Track your investments in Stocks, Mutual Funds, Bonds, F&O, PMS, AIF & many other assets. Directly import contract notes from 700+ brokers, Mutual Fund CAS and other trade reports to truly automate your portfolio tracking!

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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 trade files from any of 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

  • 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

Track your portfolios anywhere, anytime

  • Use our Web application to manage & track your investments on any computer device
  • Our Android & iOS apps allow you to track your portfolios on-the-go on a mobile or tablet device

Track live valuations and get corporate action updates

  • Live price updates for Stocks and ETFs in your portfolios (with 15 min delay during market hours)
  • Daily NAV updates for Mutual Funds and daily price updates for Listed Bonds
  • Corporate action updates (dividend, bonus, split, merger, demerger) for stocks in your portfolios
  • Historical end-of-month valuations for your Stock and MF portfolios

Get your Capital Gains in Income-Tax-Return format

  • Capital Gain reports are available for Stocks, Mutual Funds and Traded Bonds
  • View long-term, short-term & intra-day Capital Gain reports in ITR format
  • Get Capital Gain reports compatible with tax software (ClearTax, Winman, CompuTax & more)
  • Capital gains will account for provisions such as LTCG Grandfathering and Indexation, as applicable
  • View unrealised capital gains to estimate your tax liability before selling an asset

Gain analytical and performance insights

  • View Annualised Return (XIRR) for any asset, asset class, portfolio or group of portfolios
  • Get multi-level asset allocation insights
  • Get reports for Income, Due Dates, Transactions, Holding Period & various other categories
  • Advisor & Family Office users get global reports with advanced AUM insights

Wealth Professionals: Provide MProfit logins to your clients

  • Seamlessly provide MProfit logins to your clients
  • Enable your clients to track their own portfolios on MProfit web & mobile apps
  • Your clients can also view several portfolio reports and asset allocation with MProfit
  • Display your logo for branding purposes in your client logins & reports

Try MProfit for free