Track your family's investments across asset classes
Investors from 300+ cities use MProfit to import trade data from 700+ brokers, track their portfolios and view capital gains.
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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
Manage multiple portfolios and create portfolio groups
- Maintain individual portfolios and create portfolio groups to view consolidated holdings
- Manage your portfolios broker-wise or demat-wise, if required
Auto-import data from 5,000+ formats across 700+ brokers
- Auto-import contract notes & other back-office files for Stocks & F&O
- Auto-import your PDF Mutual Fund CAS statement from CAMS or NSDL
- Import your PMS and AIF statements
- You can forward your files via email to have your data auto-imported to MProfit
- MProfit supports import across disparate formats like PDF, Excel, HTML, CSV, TXT and DBF
Manage your F&O positions
- 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
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 and Winman tax software formats
- Capital gains for Stocks & Equity MF are available with & without LTCG Grandfathering provision
- 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 insights with MProfit 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
Get your Advisor to share your portfolios with you using MProfit
- Even if you are not a current MProfit user, you can get a free MProfit login from your advisor
- Track your investment portfolios managed by your advisor in real-time on web & mobile
- View reports and asset allocation for portfolios managed by your advisor
