MProfitFree Portfolio Tracker
MProfitFor Retail Investors
MProfitFor HNIs, Savvy Investors, F&O Traders and Family Offices
MProfitFor Financial Advisors, Stock Brokers & CAs
How we count portfolios ?
|Base License price?|
Per year (+18% GST)
|FREE||₹ 3,000||₹ 5,000||₹ 7,500|
Per year (+18% GST)
|N/A||₹ 3,000||₹ 3,500||₹ 3,750|
|Web and Mobile apps?||check||check||check||check|
|Auto-import from 5,000+ formats?||check||check||check||check|
|Asset Allocation Dashboard||check||check||check||check|
|Capital Gain reports?||Summary||ITR Format||ITR Format||ITR Format|
|Portfolio Summary reports||check||check||check||check|
|Auto corporate action updates?||check||check|
|Free client logins?||check||check|
|Branding (Logo)?||Request Pricing|
MProfit has proved to be an excellent & superb value for money portfolio managemnt software for a pure-fee only investment advisor like me. It allows a seamless interface with multiple options to upload transactions, with automatic computation of capital gains, XIRR etc. The report suite is also excellent which allows customisation & branding as well. And the biggest diffrentiator at MProfit is their superb customer service. I do not think I have seen such an excellent customer service anywhere else, atleast not in the financial services space. Also, the price is very affordable. All in all, its a great & highly recommended portfolio management tool for investors as well as advisors.
Abhinav Gulechha, Investment Advisor & Founder
M/s Soham Financial Planners
MProfit provides a very good base for accounting of various financial products and a whole lot of MIS reports for decision making. This is coupled with a very quick and efficient back support team which takes the software to another level. Pretty impressed with the work 🙂 Keep it up guys !!!!
Rinkesh Jain, Ambavat Jain & Associates LLP
I first heard of MProfit in 2008 or 2009 when I was an NRI and needed something that would help me keep track of my investments in India. I downloaded the trial version, and it took almost no time for me to realise that this is exactly what I needed and that no other software even came close to offering the features that M-Profit does. I am able to keep track of all my investments in Mutual Funds and Equity Shares, ULIPS and Bonds, with prices updated in real time with just a 15 minute time delay.
I have been using it ever since and over the years MProfit has only got better. While its free version offers all its basic features free of charge to small investors whose holding is less than 50 lakhs, its Pro version now also includes Futures & Options, as well as information on historical pricing of the assets for advanced performance analysis. It also offers the ability to integrate accounting so you may not even need a separate accounting software.
The program can generate a wide variety of reports from the data such as Asset or Category wise transactions, LT and ST Capital Gains, XIRR, Profit & Loss, etc. The reports can also be generated in the Income Tax Return Format so you can attach the same directly to your IT returns. The latest version of the software also includes data on grandfathering so that Capital Gains going forwards are accurately calculated.
Its affordable price and advanced features makes it a product every serious investor should seriously consider acquiring for personal portfolio management