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
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

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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