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Manage your investments seamlessly with MProfit

Investors from over 300 cities use MProfit to seamlessly import investment data, track their portfolios in real-time and view insightful reports.

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Manage and track multiple asset classes

  • Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes
  • Track Absolute Gain and Annualised Return (XIRR) for all assets

Manage multiple portfolios and create portfolio groups

  • Maintain individual portfolios and create portfolio groups to view consolidated holdings
  • Manage your portfolios broker-wise or demat-wise, if required

Auto-import data from 5,000+ formats across 700+ brokers

  • Auto-import contract notes & 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
  • You can forward your files via email to have your data auto-imported to MProfit
  • MProfit supports import across disparate formats like PDF, Excel, HTML, CSV, TXT and DBF

Manage your F&O positions

  • 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

Track real-time portfolio valuations and corporate actions

  • 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
  • Receive corporate actions updates (Dividend, Bonus, Split, Merger & Demerger) for stocks in your MProfit portfolios
  • 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), Historical Valuation and detailed Capital Gain reports
  • View Income reports, Due Date reports, Transaction reports, Holding Period reports & many more
  • Get asset allocation insights with MProfit's interactive dashboard

Get your Advisor to share your portfolios with you using MProfit

  • Even if you are not a current MProfit user, you can get a free MProfit login from your advisor
  • Track your investment portfolios managed by your advisor in real-time on web & mobile
  • View reports and asset allocation for portfolios managed by your advisor
Previous
Made Life Wonderfully Easy

I have been using MProfit for more than three years now and it has made the life wonderfully easy. Unlike other products, there is no need to spend hours in doing manual entry of the data. 

The bank statements, Mutual Fund statements and Stock Contract Notes all get imported into the system in a jiffy. There are several useful reports available. And I have always found the support to be extremely helpful and co-operative

Rajneesh Gupta

MProfit – A boon for Investors

I had been looking for a good user friendly accounting software for stock market investments and I had never found one until I was introduced to this software by a friend of mine. I must admit that this was really far superior to what I could imagine and made life so much easier for me.

What took me 30 minutes a day now takes only 30 minutes a month to record all transactions and get instant report on current Capital gain statement along with current portfolio value. I am also impressed by the service of your team. Best wishes to team MProfit!!

Naresh Ranka

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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