MProfit Investor is a portfolio management software with integrated accounts for Indian Investors and NRIs.
Manage all your assets such as stocks, MFs, FDs, ULIPs, PPF, property, gold and much more. Auto price updates every 15 minutes.
1. Manage all your assets such as stocks, MFs, FDs, ULIPs, PPF, property, gold.
2. Manage multiple individual and group portfolios.
3. Simplified Accounting (more details below).
4. Import data from stock, mutual fund registrars, Excel and online portals.
5. Reports for goals, annualised returns, capital gains (with or without indexation), asset allocation, XIRR and others.
6. Auto price updates for stocks, F&O and ETFs (15 minute delay), and daily mutual fund NAVs.
7. All your financial data is saved locally on your computer for data security MProfit.
What is new in this release:
- New & Improved Reports
- Import support for the new format of the Consolidated Account Statement from CAMS
- Import support for auto-mapping using ISIN numbers for many additional brokers' contract notes
- Capital Gain Summary report - Added filter to see only intra-day, short term or long term gains
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What is new in version 9.4:
- Undo last import
- Bulk corporate actions
- Automatic year-end closing in accounts
- Import bank statements into the accounting module
- Support for new PDF contract notes
- Option to see the XIRR reports and Net XIRR for only active assets
- Import of other ledgers in Accounting
- Automatic copy of portfolio data to a cloud folder for multiple license holders
- Feature for Switch-in/Switch-out and FD Renewal for accounting purpose
- Integration of Referral account with MProfit Application
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Limitations:
Manage upto Rs. 50 lakhs
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