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 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)