With the ability to directly read trade files & standardize data from disparate sources, MProfit's proprietary tech significantly reduces manual effort in consolidating your investment details across platforms.
Import your contract notes & back-office files for Stocks / F&O, Mutual Fund CAS statements, NPS files and PMS + AIF statements
Import your client trade files for Stocks / F&O, Mutual Fund RTA files from CAMS + Karvy and PMS + AIF statements
MProfit makes it extremely convenient for you to keep your portfolios up-to-date, with your latest trade updates. With MProfit's auto-import feature, you can set up a simple forwarding rule for any trade file in your email. By doing so, whenever you receive this particular file in your inbox, it will be auto-forwarded and imported to your MProfit account.
Your portfolios thus stay updated in real-time, without you needing to worry about any manual effort! Our auto-import generally works beautifully with the upload of daily trade files such as Equity and F&O contract notes. It can be applied to other asset classes as well, such as Mutual Funds and NPS!
If you are unable to find your broker or bank, please contact us and we'll be happy to help.