Use MProfit to manage your investments

Investors from over 250 cities rely on MProfit to track their portfolios, eliminate manual record-keeping, and view insightful reports.

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MProfit is trusted by

Maintain and track your multi-asset investments

  • Manage your investments in Stocks, Mutual Funds, Traded Bonds, F&O, FDs, Insurance, PPF & more
  • Track your investment returns in terms of Absolute Gain or Annualised Return (XIRR)

Manage multiple portfolios and create groups to view consolidated holdings

  • Maintain individual & group portfolios in MProfit and track them on web & mobile
  • Manage your portfolios broker-wise or demat-wise, if required

Aggregate transaction data from 3,500+ file formats across 700+ brokers

  • Import your transactions from Stock, F&O digital contract notes and trade-book files
  • Upload your Mutual Fund CAS and back-office files from CAMS, Karvy & Franklin
  • Import your bank statements from 60+ Indian banks
  • Formats supported for import in MProfit include Excel, PDF, HTML, CSV, DBF and text

Stay updated with live valuations for your portfolios

  • Receive live price updates (with a 15 minute delay) for all Stocks, ETFs & NSE Stock F&O in your portfolios
  • MProfit provides daily NAV updates for Mutual Funds and daily price updates for Listed Bonds

Compute your Capital Gains for Stocks, Mutual Funds and Bonds

  • View long-term, short-term & intraday Capital Gain reports compliant with Income Tax rules
  • Capital gains for Stocks & Equity MF are available with and without Grandfathering
  • Capital gains for Debt MF & Gold Bonds are available with and without indexation
  • Compute unrealised capital gains to know your tax liability before you sell any asset

Get your Financial Advisor to share your live portfolios with you in MProfit

  • Get view-access in real-time to your investment portfolios managed by an advisor
  • Even if you're not a current MProfit user, you can get a FREE MProfit login from your advisor
  • View your asset allocation dashboard and select reports in MProfit

Automate your investment-related accounting

  • 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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Must-have software for all retail investors

The first important step to be taken after you start your investment is to manage your portfolio by doing an accounting for the same. While searching for an investment management desktop software I came across a name MProfit Portfolio Management and Accounting Software. I gave it a try since it had both the modules in one which I felt would make my investment journey a bit easy.

I was amazed how easily and fast I could import and record all transactions and get all types of Misc. and Statutory Reports with almost zero effort. The accounting module is extremely user friendly and much more easy and fast than the existing accounting software available in the market which is just like a blessing in disguise. Fast submission of accurate accounting reports during the year-end has now become an easy task.

Also being a desktop application along with many extremely helpful features makes information safe, secure and a best value for money. A very good and must have software program for all independent retail Investors.

Really appreciate the effort you guys are taking at MProfit and thank you for the same.

Good luck and God Bless

Mansukh Savla

Manage multiple portfolios hassle free

MProfit has made managing multiple portfolios absolutely hassle free for me. I can now manage multiple accounts by spending not more than 15 minutes a day and its easy reports allow me to get actionable insights. Capital gains and other reports make year ending also easy for me. Would gladly recommend this product to anyone managing large multiple portfolios. Please do note this is not an investment recommendation or technical analysis tool.

Ashwin Balasubramaniam

Kudos to the MProfit Team!

Your software is absolutely user friendly and covers all aspects of trading with multiple brokers, covers equities and FNO. The reports are excellent.

Most of all, I am grateful to the MProfit support team for their incredile patience and willingness to help, however basic the query might be

Anu Bhatia

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