MProfit

MProfit Software

About this app

MProfit is India’s leading portfolio management & accounting solution catering to investors, financial advisors, wealth managers, brokers, family offices & chartered accountants. With MProfit, you can manage & track your investments across a large number of asset classes that seamlessly integrate with MProfit’s comprehensive accounting module. You can import trade data directly into MProfit from 3000+ sources and generate investment & accounting reports to obtain actionable portfolio insights.

The MProfit mobile application allows you to access your MProfit account directly on you Android phone or tablet. All your PMS and F&O data entered in MProfit on your PC or shared with you by your Financial Advisor can be viewed on-the-go using your mobile device, thereby allowing you to stay up-to-date with your portfolio at all times.

We have added several user-friendly and informative features to the MProfit mobile app to help you manage your investments effectively including:
• Real-time view of your Portfolio valuations across asset classes including Stocks, Mutual Funds, Bonds, FDs, & others
• View your Futures & Options portfolio data with live prices, mark-to-market, realised gain, unrealised gain and other related fields
• Ability to view data in Portfolios created by you as well as in Portfolios shared with you by your Financial Advisor
• Asset allocation charts for all your Portfolios
• Transaction details for all transactions you enter into MProfit across asset classes, along with opening and closing balances
• Searching for a Portfolio & searching for a specific asset in a Portfolio made easy
• Obtain the perfect analytical view of your Portfolio data with easy sorting, filtering and other customisation options
• Never miss an important update by enabling push notifications for reminders specific to your Portfolios, including lock-in period expiry, premium due & maturity date
• Ability to toggle between Light and Dark modes, dependent on your preference
• Secure your data by setting a passcode on your MProfit mobile application (including Touch ID/Face ID)

Ratings and reviews

Anyone who wants to maintain their accounts online securely offline on their own laptops, this is the software. I have been a customer for nearly 15 years. Most traded items can be added, maintained and are automatically updated. Reports are complete including IT returns statements & other income [including dividends & interest which have to be entered manually]. Most important of all, most companies are extremely deficient in customer service but NOT MPROFIT. Everything is resolved promptly.

The truth is apart from zerodha this app can't automatically collect deta from NPS, PPF and other depositors like Groww, motilal oswal etc so I personally didn't find this app usefull. In my view Tijori is a great app for automatic deta collection and review portfolio.

I'm using this app for almost last 3 years. It still has some bugs. Resolved issues crop up again and again & unless you call support and get it resolved over anydesk, you will have a completely wrong report. Also the app suddenly removed PMS from standard app and made it part of premium which is not right.

What’s new

Minor bug fixes & improvements