With the ability to directly read trade files & standardize data from disparate sources, MProfit's proprietary tech significantly reduces manual effort in consolidating your investment details across platforms.
For Investors
Import your contract notes & back-office files for Stocks / F&O, Mutual Fund CAS statements, NPS files and PMS + AIF statements
For Wealth Professionals
Import your client trade files for Stocks / F&O, Mutual Fund RTA files from CAMS + Karvy and PMS + AIF statements
Auto-import: Our most powerful feature!
MProfit makes it extremely convenient for you to keep your portfolios up-to-date, with your latest trade updates. With MProfit's auto-import feature, you can set up a simple forwarding rule for any trade file in your email. By doing so, whenever you receive this particular file in your inbox, it will be auto-forwarded and imported to your MProfit account.
Your portfolios thus stay updated in real-time, without you needing to worry about any manual effort! Our auto-import generally works beautifully with the upload of daily trade files such as Equity and F&O contract notes. It can be applied to other asset classes as well, such as Mutual Funds and NPS!
List of brokers & banks supported for import in MProfit
If you are unable to find your broker or bank, please contact us and we'll be happy to help.