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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

MProfit enables you to effortlessly oversee all your investment activities from a single platform. You can import your financial data from over 700 brokers and institutions, allowing you to access detailed portfolio reports and receive your capital gains formatted for ITR. With MProfit, investments across various asset classes such as stocks, derivatives, mutual funds, bonds, fixed deposits, NPS, and AIF can be effectively managed. This versatile tool is accessible across web, desktop, and both Android and iOS mobile devices. Not only can you manage your investments in various categories, but you can also maintain individual portfolios and group them for a comprehensive view of your holdings. Additionally, advisors have the capability to organize client investments into category-wise and family-wise portfolios. The platform also offers the convenience of automatically importing contract notes and back-office files for stocks and derivatives from more than 700 brokers, streamlining the investment management process for users. Overall, MProfit is designed to simplify and enhance the investment tracking experience for both individual investors and financial advisors alike.

Description

Porfoli serves as an open-source platform for tracking investment portfolios, aimed solely at educational and informational use. It does not offer any financial, investment, or trading advice, and the information provided should not be interpreted as financial counsel. Users can efficiently manage their portfolios, engage in collaborations with friends and family, and analyze the investment approaches of others. The platform allows users to explore high-performing investment concepts, showcasing portfolios that are ranked in real-time as market conditions shift. By filtering options based on return timeframes and sectors, individuals can pinpoint strategies that align with their personal interests. Each public portfolio offers a comprehensive analysis of its holdings, performance metrics, due diligence efforts, and profit and loss events. Additionally, when users make portfolio adjustments, such as transactions or updates to due diligence, they can view expected holdings, demonstrating how those changes would affect their portfolio's composition. This feature enhances the user's understanding of potential outcomes and assists them in making informed decisions regarding their investments.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$40 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

MProfit Software

Country

India

Website

www.mprofit.in/

Vendor Details

Company Name

Portfoli

Country

United States

Website

porfoli.com

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors Yes 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Product Features

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