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 & 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
  • 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

Update and track your portfolios on-the-go at any time

  • MProfit's web interface enables you to use MProfit across Windows and Mac computers
  • Our Android & iOS mobile apps enable you to conveniently update & 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 compliant with Income Tax rules
  • View unrealised capital gains for any asset, to know your tax liability before selling
  • Capital gains for Stocks & Equity MF can be viewed with & without the Grandfathering provision
  • Capital gains for Debt MF & Gold Bonds can be viewed with & without indexation

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

Automate your investment-related accounting

Available on MProfit for Windows Desktop
Coming soon to MProfit Cloud

  • 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

Available on MProfit for Windows Desktop
Coming soon to MProfit Cloud

  • 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
  • View F&O Summary, Profit/Loss, Transaction and Turnover reports
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Communication with clients has become very easy

MProfit has been quite useful for servicing clients with whom I have geographical distance barrier. Communication with clients has become very easy as reports generated out of MProfit are self explanatory. Useful tools provided for quickly finishing the work. Service from the team of MProfit has always been in time.

Parth Joshi

Saved countless hours to import contract notes

Use of this software has saved countless hours as its very easy to import contract notes, Bank statements etc and create P&L, B&S. Also, customer support is prompt in resolving all queries

CA Ankush Bhutra

Best portfolio management and account solution for our clients

MProfit is one of the best portfolio management and accounting solutions, we were able to find for our clients. All customers’ feedback we got have been positive

Ankit Dudhwewala, Co-founder
SoftwareSuggest.com

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