Try the new MProfit for web & mobile

A complete portfolio management solution

With MProfit, you can seamlessly manage investments in Stocks, F&O, Mutual Funds, Bonds, Fixed Deposits, NPS, AIF & various other assets. MProfit is available on web, desktop and Android & iOS mobile devices.

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 and portfolios

Manage multiple portfolios and create portfolio groups

  • Investors can maintain individual portfolios and create portfolio groups to view consolidated holdings
  • Advisors can maintain client investments in category-wise & family-wise portfolios

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

  • Auto-import contract notes & back-office files for Stocks and F&O from 700+ brokers
  • Auto-import Mutual Fund CAS statements from CAMSOnline or NSDL
  • Auto-import eNPS statements from Karvy or NSDL
  • Import PMS & AIF statements
  • Advisors: Import Mutual Fund RTA files from CAMS, Karvy & Franklin and sub-broker files for Stocks and F&O
  • MProfit can import files across disparate formats like PDF, Excel, HTML, CSV, TXT & 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

Update and track your portfolios on-the-go

  • MProfit's web interface enables you to use MProfit across Windows and Mac computers
  • Our Android & iOS mobile apps enable you to track your portfolios on-the-go
  • We continue to offer MProfit for Windows Desktop, if required, as an alternative to MProfit Cloud

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, Winman, CompuTax and Spectrum tax software formats
  • Capital gains for Stocks & Equity MF are compliant with the LTCG Grandfathering provision, as per Income Tax rules
  • 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 portfolio insights with analytical and performance 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
  • Advisors get multi-client global reports for AUM, Asset Allocation, Portfolio Weightages, Top 5 Assets, Client-wise Holdings & more

Advisors: Enable your clients to track their portfolios on web & mobile

  • ✔ Seamlessly provide free MProfit logins to your clients
  • ✔ Your clients can track real-time portfolio valuations with MProfit web & mobile apps
  • ✔ Your clients can also view reports and asset allocation in MProfit
  • ✔ Display your logo for branding purposes in your client logins & reports

Automate your investment-related accounting

Available on MProfit for Windows Desktop

  • 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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