MPROFIT- An excellent option
MPROFIT is a very useful option if you are a serious investor and / or trader
After a few initial hiccups I was able to download my stock holdings to their website
Ms Priya Gupta took an active interest in helping me
Mr Harsh Navalkar and Mr Ibrahim interacted with me and patiently downloaded my data from my brokerage firm
All 3 of them were very helpful and cooperative and pleasant to interact with
The yearly fees are a bit steep and may be the only negative point
I hope to use this site as I continue my investment journey
After a few initial hiccups I was able to download my stock holdings to their website
Ms Priya Gupta took an active interest in helping me
Mr Harsh Navalkar and Mr Ibrahim interacted with me and patiently downloaded my data from my brokerage firm
All 3 of them were very helpful and cooperative and pleasant to interact with
The yearly fees are a bit steep and may be the only negative point
I hope to use this site as I continue my investment journey
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Earnest Review
I am using MProfit platform from last two months and it is really nice to see all investment details at one place with provision to have different customised report and analytical insights of each segments. Support from MProfit team is excellent with special mention of Ms Priya Gupta for her coordination.
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Excellent Application
Excellent Application to Auto Track your stock holdings with actual returns. Even other Investments also can be tracked. Reports are crisp & clear. The support from backend team is excellent.
Briiliant software and support
Mprofit has been a game changing software when it comes to tracking all your assets across multiple portfolios. This is a must have software for PMS,HNI and family offices. Keeps everything organized which results in a hassle free end to the financial year. The software has many other features which makes it one of the best in the industry !!
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Absolutely convenient
The software is very convenient and easy to use. Would help if it would also allow to add personal notes (text and images)
Best portfolio
This is the best portfolio management app
Best application to track your day to day portfolio
Love this application to track my and my family portfolio on day to day basis, it gives me accurate information to take any decisions
Expensive and Complicated
The biggest use of this app is XIRR calculation across all your asset types. But the main problem is that import processes are extremely complicated for non stocks and Mutual Funds, where we need to download data from sources manually and then upload (which most of the times have template issues).
Even for MFs they only allow a limited MFcentral import APIs per month.
The price is too much for a service which is kinda in works and needs refinement. I will not re-subscribe next year for this price only to see XIRR.
Even for MFs they only allow a limited MFcentral import APIs per month.
The price is too much for a service which is kinda in works and needs refinement. I will not re-subscribe next year for this price only to see XIRR.
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The only software you need to track your Investments
I have been using MProfit now for a few years. Always used to get challenging to collate information regarding my investments, MProfit solved all my problems, it has a simple interface, uploading data is a breeze. The exhaustive reports give you all the information that you may need in a jiffy. Annual reports help me provide data to my CA in the format they require and this has given me freedom from a tedious task every year. The support provided by MProfit is also very good in case you need help with anything. Their ability to keep pace with changing regulations and provide appropriate solutions is also quite commendable.
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Best Investment Tracking App
This is one of the best investment tracking app out there . It is with ease you can upload your investments and application auto captures . Much advanced compared to other apps .
A complete solution
I have explored and surfed extensively in search of a single window investment tracker and I can assure you that there are none that I came across anywhere close to MProfit Cloud. With a neat mobile app and a great cloud experience the software stands out. Should surely take a demo and see if it suits you before you take the plunge.
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Good software but Bad pricing model based on your net worth
I have been paying around 3500 Rs /yr in the past. This new pricing structure makes no sense that you are charging customers on the basis of their portfolio value, your systems designed for any kind of value. It makes no sense. What the content value is inside? Have you seen Excel charging on the basis of the numbers you put in the Excel sheet it’s just a system. The numbers in the system are 20,000 or 20 lakh or 20 crore, how can you charge me on the basis of my worth?
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Nice app on the growth curve
I have examined many features of this app and am still learning but it is constructed to be meaningful to an investor and has good scope for improvement! Auto updation of daily CN gives time for analysis and I am hoping this app will improve by the day. One confusion is around pricing which creates slabs based on “investment” but actually charges you based on AuM…not sure why this variation exists?
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Errors while importing transactions from broker
Errors while importing transactions from broker
Need a graph of asset value over time …
Pls implement
Very cool app for personal investments
5 star rated
Efficient
Extremely efficient wealth tracking.
Well curated and reliable.
Look forward to more features in the coming years.
Well curated and reliable.
Look forward to more features in the coming years.
Lot of improvement required and prices have been increased manifold
1. Lot of improvements are required. For example mprofit calculates the return from the day when first investment was made. However when the investment made is made to 0 then it should calculate the return from the fresh date.
2. We are a personal user and the annual fee has been raised from 5500 to more than 80,000 based on AUM. This is not fair as we are not a distributer. This is tantamounting to blackmailing the client. We will not continue from next year.
3. How do you know my AUM ? Obviously it means there is no secrecy and our investments are all public for you to see.
2. We are a personal user and the annual fee has been raised from 5500 to more than 80,000 based on AUM. This is not fair as we are not a distributer. This is tantamounting to blackmailing the client. We will not continue from next year.
3. How do you know my AUM ? Obviously it means there is no secrecy and our investments are all public for you to see.
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So useful
So useful Very nice
Need lot of improvement
This cloud based MProfit needs lot of improvements. Even basic reports are not there in the cloud solution, for paid HNI account also.
1. PMS comparability needed - it should consider invested amount and current value should be calculated based on that.
2. Current value linear graph across months required.
3. Instead of showing just shares, it should be shown by instruments, as each pms will have multiple shares.
4. Overlap of stocks across investments required. 5. Provision to update current value of gold is also required as it’s also one of the common investment. 6. Support to add templates is appreciated, but lot of templates are not readily available.
7. While importing, basic compatibility like Bajaj finance ltd to Bajaj finance is also missing. Due to this, it’s consuming lot of time for import.
8: there should be provision to link bank account is also required as cash form of wealth is also a part of it.
9. Investors should be given with core reports.
1. PMS comparability needed - it should consider invested amount and current value should be calculated based on that.
2. Current value linear graph across months required.
3. Instead of showing just shares, it should be shown by instruments, as each pms will have multiple shares.
4. Overlap of stocks across investments required. 5. Provision to update current value of gold is also required as it’s also one of the common investment. 6. Support to add templates is appreciated, but lot of templates are not readily available.
7. While importing, basic compatibility like Bajaj finance ltd to Bajaj finance is also missing. Due to this, it’s consuming lot of time for import.
8: there should be provision to link bank account is also required as cash form of wealth is also a part of it.
9. Investors should be given with core reports.
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