Try the new MProfit for web & mobile

A complete portfolio management solution

Powered by an intuitive interface on Web, Desktop, Android and iOS devices, MProfit lets you maintain multi-asset investment portfolios and automates import of data from 700+ supported brokers, MF registrars & other sources

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Manage and track multiple asset classes

  • Manage your investments in Stocks, Mutual Funds, Traded Bonds, Insurance, PMS, AIF, F&O & 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 4,000+ file formats across 700+ brokers

  • Forward your files via email to have your data auto-imported to MProfit
  • Auto-import contract notes & many other back-office files for Stocks & F&O
  • Auto-import your PDF Mutual Fund CAS statement from CAMS or NSDL
  • Import your PMS and AIF statements
  • Advisors can auto-import Mutual fund back-office files from CAMS, Karvy & Franklin as well as sub-broker files for Stocks
  • MProfit supports import across disparate formats like PDF, Excel, HTML, CSV, TXT and 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
  • MProfit continues to offer our Windows Desktop application as an alternative to MProfit Cloud, depending on user preference

Track real-time portfolio valuations

  • 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
  • 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 and Winman tax software formats
  • Capital gains for Stocks & Equity MF are available with & without LTCG Grandfathering provision
  • 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 insights with MProfit Reports

  • View Annualised Return (XIRR) reports, Capital Gain reports in Income Tax format, Historical Valuations and many more
  • Investors can view reports for any individual portfolio or group of portfolios
  • Advisors can view client-wise reports in MProfit
  • Advisors also get multi-client Excel reports that provide AUM & client-wise holding details

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
Previous
Looking forward to the Cloud version

I have been a customer of MProfit for about 2.5 years. I just want state for the record my appreciation of your product and your service.
Product has been very easy to use – you have made it very intuitive and user friendly. It has been a breeze to come on board and use various features. I also appreciate your attempts to keep up with the technology changes and going to MOBILE and CLOUD. I am looking forward to the CLOUD version.

Whenever I called your office for some assistance I have spoken with your knowledgeable and helpful support team – this made it a very easy journey for me.

Thanks a ton and keep up the great work you are doing!!!

I love your product and happy to recommend you and be your reference

Praveen Reddy, Principal Advisor
IndusWealth

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

Blends today’s digital capabilities and speed of record keeping

MProfit is the best software I have come across that blends today’s digital capabilities and speed of record keeping. Accounting and portfolio management have become very fast due to all banking, broker contract notes upload templates and integration with live data feeds. Accounting for individuals has simply become a breeze. The support team also is highly responsive and knowledgeable.

Suneel Aradhye

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