Increase efficiency & save time with MProfit by eliminating tedious record-keeping. MProfit lets you seamlessly import transaction files across disparate formats like PDF, Excel, HTML, CSV, TXT & DBF.
Investors and Family Offices
Auto-import your digital contract notes & broker back-office files for Stocks and F&O, your Mutual Fund CAS statements from CAMS or NSDL, PMS & AIF statements and many other files
Advisors and CAs
Auto-import your Mutual Fund mail-back files from CAMS, Karvy or Franklin, sub-broker files for Stocks, PMS & AIF statements and many other files
What is auto-import in MProfit?
You can set up forwarding rules in your email to have your contract notes and mail-back files automatically forwarded to MProfit. When your file is forwarded to your MProfit account, all transactions in the file are automatically updated in your MProfit portfolios.
Simply put, with auto-import enabled, importing of your data to MProfit happens automatically, and your portfolios always remain updated in real-time.
List of brokers & banks supported for import in MProfit
If you are unable to find your broker or bank, please contact us and we'll be happy to help.