With MProfit, you can manage & track your investments across a large number of asset classes that seamlessly integrate with MProfits 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 data directly on your iOS 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)