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MProfit - Portfolio Management Software Description

Take control of your investments such as stocks, MFs, ULIPs, insurance policies, property

MProfit is an easy to use personal desktop Portfolio Management Software for Indian retail investors and Non-Resident Indians (NRIs). It allows you to take control of your investments such as stocks, MFs, ULIPs, insurance policies, property, gold and many other asset classes. And does it securely, since all your financial data is saved locally on your computer.

Software Highlights

* Manage an unlimited number of individual and group portfolios
* Manage assets like Stocks, MFs, ETFs, ULIPs, Insurance Policies, Private Equity, FDs, Bonds, PPF, Gold, Silver, Property, Art and many more…
* Online update of BSE stock prices, Mutual Fund NAVs and ETFs
* Current Value and Maturity Value for FDs/Loans/PPF/Post Office
* Track income received from investments
* Quick Summary view with multiple sorting options by name or current value
* Summary & detailed transaction wise Capital Gain Tax Reports for Stocks & MFs
* Annualised Returns (XIRR) report
* Asset Allocation Reports with Graphs
* Tax Calculator
* Online update for newly listed stocks, mutual funds, ETFs and company name changes
* All your financial data is saved locally on your computer

Import Your Data

* Brokerage digital contract notes
* CAMS/KARVY
* Excel templates
* Online portals

Manage Unlimited Portfolios & Groups

* Create multiple portfolios
* The portfolios can be grouped to create a family group portfolio
* Each portfolio can be added to multiple groups
* Various group reports are available to track the performance of the group portfolio

Stocks, MFs and ETF Transactions

* Keep track of your purchase & sale transactions of stocks in a simple and familiar contract note format as well as subscription, redemptions & dividend reinvestment entries of Mutual Funds
* Daily Gain, Overall Gain, Current Value for Stocks and MFs
* Support for bonuses, splits, merger & demerger transactions (closing balances and capital gain calculations are adjusted based on these corporate actions as per the income tax rules)
* Support for adding multiple buy and sell transactions in one contract note form
* Manage transactions related to short selling in stocks
* Mutual Fund transactions can be entered to buy (subscribe), sell (redeem), dividend reinvestment and addition of bonus units (value for such bonus units is zero)
* Auto generate past SIP (Systematic Investment Plan) entries for Mutual Funds
* Keep track of mutual fund schemes with folio numbers
* Lock-In Period and reminder alert for MFs (very useful for ELSS tax saving schemes)
* Transactions related to Exchange Traded Funds (ETFs)
* Track income received from dividend reinvestments from Stocks and MFs

ULIPs, Insurance Policies and Private Equity

* Keep track of all the details associated with your ULIP and insurance plans. Information such as: Policy Number, Sum Assured, Name of the nominee, Premium Term, Lock-in Date and Maturity Date
* Reminder alert for the premium, lock-in date and maturity date
* Complete record of premium and withdrawals
* Keep track of funds associated with ULIP plans
* Manage units quantity and NAV values for ULIP funds
* Option to set ULIP policy value based on funds values or manually as per the policy statement

Fixed Deposits, Bonds, PPF/EPF, loand and other asset classes

* Calculation of current value and maturity values
* Display of daily gain in terms of accrued (accumulated) interest
* Interest in PPF/EPF category is calculated based on PPF rules
* Interest calculation is based on reducing balance method in case of loans, deposits and Post Office schemes
* Current value can be set based on interest rate or market value for bonds
* Track income received from rental income and other sources

Reports

* Provides various reports that can be easily understood and customized per your needs
* Choose from various report types, such as Capital Gains, Transaction, Analytical, Accounting and Miscellaneous Reports
* Investors can review the diversification and performance of their portfolios through Asset Allocation and Realised/Unrealised gains reports
* Asset Allocation reports can display either a pie chart or bar chart
* Portfolio Summary Reports can also be customised for printing of any single asset type, for e.g. Portfolio summary for only Stocks, MFs, ULIPs, etc.
* Detailed contract notes view for stock transactions
* Annualised Returns (XIRR) report
* Long Term, Short Term and Intra-day Profit/Loss reports in a variety of formats like Summary, Transaction Wise and Detailed Transaction Wise (where multiple purchased quantities of different dates are sold on one date) are available
* Categorised into stocks, equity mutual funds and debt mutual funds
* Reports are adjusted for bonuses, splits, merger & demerger transactions as per income tax rules

Other Features

* Online update of BSE stock prices, mutual fund NAVs and ETFs
* Database update for newly listed stocks, mutual funds, ETFs and company name change updates
* Balloon notification of Annualised Returns (XIRR) for a single asset, an asset category or all assets for a particular portfolio or group
* Software updates as we keep improving the functionality and adding new features and reports
* Instant display of details like folio number, lock-in period, maturity date, agent name, reference name for various assets via balloon notification
* Instant display of details for ULIP and Insurance products like policy numbers, maturity date and lock-in date via balloon notification
* Password feature for owner (full access) and user (can only enter transactions and can’t see current prices and values)
* Support for internet proxy settings (helpful in corporate office networks)
* Various reminder alerts such as due dates for insurance premiums, maturity of FDs, deposits and insurance policies, and for other investments can be set

MProfit - Portfolio Management Software Limitations

30 days trial

MProfit - Portfolio Management Software Version History

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MProfit - Portfolio Management Software User Reviews

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