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Manage your investments seamlessly with MProfit

Investors from over 250 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, Insurance, 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 4,000+ file 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 in real-time

  • 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

  • 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 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

  • MProfit provides Annualised Return (XIRR), Capital Gains in Income Tax format and many other reports
  • Investors can view reports for any individual portfolio or group of portfolios
  • Get advanced asset holding insights with MProfit's asset allocation 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
All in all, 5/5 rating

Have been using MProfit to manage my portfolio for some time now and I must say that it is one of the best platforms that I have used so far. Being from the finance industry myself, I am fairly picky with how I like to see my portfolio and MProfit ticks most of the boxes.

It is simple to use, shows all the relevant information succinctly and the HelpDesk is very good! They are quick to respond and try and action your suggestions quickly.

All in all, 5/5 rating. Good luck!

Karan Desai

MProfit – a must-have tool for the dabbler as well as the serious investor in Indian stock market!

My father is an extensive share trader and has been doing that for the past 35 years or so. From childhood I have seen him maintain share accounts with pen and paper which would take a lot of his time. And computing profit/loss statements manually from these account books was absolutely nightmarish. Around 10 years back I managed to move him from notebooks to excel sheets on computer. But still it was a cumbersome job for him as his knowledge of excel was limited to basic formulas. There was no free software available at that time which would do his kind of calculations and maintain accounts. And then I discovered MProfit around 3 years back.

The best thing about MProfit is that a free version is available for net investments up to Rs. 50 lacs. Initially my father was reluctant but once he got a hang of it he made me buy the Investor+ version for him. Currently my father is managing 4 stock portfolios (himself and 3 other family members) using this software. He no longer has to maintain notebooks or excel sheets for his share trading. The import module makes the task of inputting information very easy. And the reporting module provides every kind of analysis and profit/loss statement that a serious investor can ask for. The software support team also keeps the software up to date with changes in government policies like grandfathering scheme in profit/loss statements, updates to broker contract note formats with GST, etc.

All in all, MProfit has made investing very simple for people like my father. I keep recommending MProfit to anyone and everyone who deals in the Indian stock market. All the best to the MProfit team!

Ritu Aggarwal, Patiala, Punjab

Grandfathering patch for the LTCG

I am really happy that you rolled out the grandfathering patch for the LTCG. The design is also good for representation. It takes a great nightmare out of the investor and he can now focus on the actual investing. Thanks!!

R. Mohandas

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