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 4,000+ 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|
|Free client logins?||check||check|
|Branding (Logo)?||Request Pricing|
MProfit has been quite useful for servicing clients with whom I have geographical distance barrier. Communication with clients has become very easy as reports generated out of MProfit are self explanatory. Useful tools provided for quickly finishing the work. Service from the team of MProfit has always been in time.
Indian Stock Market, with ever changing regulations, legislation, complexities and hundreds of Brokers having their own way of generating contracts/reports etc is a nightmare for any software developer who wants to automatize. Myself being a CA & having basic programming knowledge thought it was an impossible task till I came to know about MProfit in 2015.
MProfit has made this herculean task a reality and it allows one to manage one’s portfolio across different asset class in a fraction of a time and is quite simple to operate. A person having multiple broker accounts and multiple demat accounts can also have a seamless data updation, which is the beauty of product & shows the immense thoughtfulness in the product architecture.
MProfit team members deserve a big kudos for passionately resolving each and every query of users (2200+ broker/templates of different segments) MProfit is priced at an affordable level even for a small trader/investor and is also given Free for the basic version – these traits are quite rare considering the Indian environment.
For the Accounting module, the idea of Importing the entire bankbook (even broker ledger) and minimizing the monotonous typing efforts, which otherwise are prone to errors, deserves a special mention. Also, getting a FAMILY/GROUP portfolio data with a single click is a boon.
In a nut-shell, MProfit is one of the most versatile product for Portfolio & Accounting running successfully and am glad and confident that this Made in India product will be honoured globally
Sandeep Shah, CA
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.