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
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Capital gain calculator and tax friendly reports

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.

Sunit Pinto, S A Financial Services

Simply, I like it

The software is very much user friendly and the support team is always keen to respond quickly. Simply, I like it

Bhavesh Patel, Chartered Accountant

Grandfathering patch for the LTCG

I am really happy that you rolled out the grandfathering patch for the LTCG. The design is also good for representation. It takes a great nightmare out of the investor and he can now focus on the actual investing. Thanks!!

R. Mohandas

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