Unit Linked Insurance Plans (ULIPs) are very complex products from the data management perspective. There are more than 25 insurance companies and each has many ULIP products and each ULIP product has 4 to 8 associated funds. ULIP holder can switch between the funds and the units are reduced to recover the mortality charges and […]
You can add all Exchange Traded Funds (ETFs) in MProfit. ETFs fall under the category of Mutual Funds. A Mutual Fund/ETF scheme is classified as an equity-oriented scheme if it has holdings in the equity of domestic companies, amounting to 65 per cent or more, on an average, during the year. A scheme that does […]
Many of the users have asked us how they can compare their own individual portfolios as well as family (group) portfolios for different periods. One of the easiest way to do this is to save asset allocation reports for individual portfolios and group portfolios in pdf or excel format, say monthly or quarterly. You can […]
We have received many queries asking how various updates are provided in MProfit. We provide end of the day closing prices of BSE stocks as well as Mutual Funds NAVs. The prices are updated automatically in MProfit when you start the application. Apart from price updates, we provide following automatic updates through internet. 1) Database […]
Double click on any of your stock name and you will see the box containing all the transactions of this stock. On top, right hand side, you will see Other Transactions button. Click on this button and select Bonus, Split, Merger or De-merger action and fill out the details. It should be noted that purchase […]
This feature has been removed, you can now download all your transactions via the CAS PDF file: http://support.mprofit.in/threads/how-do-i-import-a-mutual-fund-consolidated-account-statement-cas.2/ Right click on the MF icon on the left hand side of the summary screen or Right click on the Buy/Sell button on the right hand side of the summary screen. Select Generate SIP Entries. You […]
