MProfit Help Center

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Getting Started 7

• What files can I import to MProfit?
• Importing a file in MProfit: step-by-step guide
• Request & import your Mutual Fund CAS from CAMSOnline
• How can I import my Stock, F&O and Bond transactions to MProfit?
• Setting up auto-import for your file in MProfit

View all 7

Reports 3

• Capital Gains report in Income Tax Return format with ISIN numbers
• Capital Gains report in Winman tax filing software format
• Capital Gains report in Cleartax Format

Managing your Account 1

• Adding add-on users to your MProfit account

Premium Features 4

• What is the MProfit Advisor - PMS Pack?
• What is the MProfit Advisor - Premium Pack?
• Add your branding with logo in MProfit
• What is the MProfit Pro - Premium Pack?

Goal, Strategy & Smallcase Tracking 7

• What is Strategy / Goal tracking in MProfit?
• Step-wise guide to Goal & Strategy Tracking in MProfit
• How to create a Goal / Strategy portfolio in MProfit?
• How to add my trades to Goals & Strategies in MProfit?
• How to track my Smallcases in MProfit?

View all 7

Stocks / Equities 21

• Importing a broker's digital contract note for stock transactions
• Entering date-wise opening balances of stocks
• Adding stock transactions manually in MProfit
• Editing/Deleting stock contract notes import in MProfit
• Viewing stock transaction details in MProfit

View all 21

Mutual Funds 13

• Request & import your Mutual Fund CAS from CAMSOnline
• Viewing MF transaction details in MProfit
• Adding MF transactions manually in MProfit
• Editing/Deleting a mutual fund transaction in MProfit
• Adding an MF dividend payout transaction in MProfit

View all 13

Traded Bonds 9

• Adding Traded Bond transactions in MProfit
• Transferring Traded bond Transaction Charges to Purchase & Sale Amounts in MProfit
• Computing capital gains for sovereign and other bonds
• How to transfer Traded Bond assets to another portfolio
• Importing Traded Bond transactions with contract notes or other files

View all 9

F&O 1

• Linking Stock and F&O templates to import common contract notes in MProfit

NPS 3

• How to import & track your NPS investments in MProfit?
• How to Download NPS Transaction Statement (Tier I) from NSDL
• Adding NPS transactions manually in MProfit

ULIP 6

• Adding ULIP transactions in MProfit
• How to add Premium/Withdrawal for ULIPs
• How to set Current value for ULIPs in MProfit?
• How to edit the name of a ULIP asset in MProfit
• Transferring ULIP assets to another portfolio

View all 6

Insurance 8

• Adding Insurance transactions in MProfit
• How to add Premium/Withdrawal for Insurance assets
• Adding Bonus Accrued/Bonus Payout and Other Income for Insurance assets
• Transferring Insurance assets to another portfolio
• How to add Gift entry for an Insurance in MProfit?

View all 8

Private Equity 3

• Adding Private Equity transactions in MProfit
• How to set Current Price for Private Equity assets in MProfit?
• How to edit the name of a Private Equity asset in MProfit

FDs 3

• Adding FD transactions in MProfit
• Adding Interest/Withdrawal entry in MProfit
• Editing Asset name of FD's in MProfit

AIFs 4

• Adding AIF Transactions in MProfit
• How to add Contribution, Drawdown and Distribution of Income of AIF Products in MProfit
• How to update Current Value for AIF products and get XIRR in MProfit
• How Financial Advisors manage AIF products and update Current Values

NCD / Debentures 5

• Adding NCD/Debenture transactions in MProfit
• Adding Interest/Other Income for NCD/Debenture
• Editing Asset name of NCD/Debenture in MProfit
• How to set Current Price for NCD/Debenture in MProfit?
• How to Add Bonus Debentures

Deposits / Loans 3

• Adding Deposits/Loans transactions in MProfit
• Adding Interest/Other Income for Deposits/Loans
• How to manage Recurring Deposit (RD) in MProfit?

PPF / EPF 2

• Adding PPF/EPF transactions in MProfit
• Adding Interest for PPF/EPF in MProfit

Post Office 2

• Adding Post Office transactions in MProfit
• Adding Interest/Other Income for Post Office

Gold / Silver 2

• Adding Gold transactions in MProfit
• How to set Current Price for Gold in MProfit?

Jewellery 0

Loans / Liabilities 0

Reconciliation Module 5

• How to reconcile your data with MProfit's Recon Module?
• How to reconcile MProfit data with Karvy AUM File MSFD203
• How to reconcile MProfit data with the CAMS AUM file - WBR22
• How to reconcile your Mutual fund holdings with CAMS CAS statement
• How to reconcile your stock holdings with the NSDL eCAS statement

Angel Broking 2

• Importing your Stock transactions from Angel Broking
• Importing your F&O transactions from Angel Broking

HDFC Securities 1

• Importing your Stock transactions from HDFC Securities

ICICIDirect 2

• Importing your Stock transactions from ICICIDirect
• Importing your F&O transactions from ICICIDirect

Upstox 2

• Importing your Stock transactions from Upstox
• Importing your F&O transactions from Upstox

Zerodha 3

• Importing your Stock transactions from Zerodha
• Importing your F&O transactions from Zerodha
• Importing your Mutual Fund Transactions from Zerodha

Other 1

• How do I import my Moneycontrol stock portfolio to MProfit?

Kotak Securities 0

Sharekhan 2

• Importing your Stock transactions from Sharekhan
• Importing your F&O transactions from Sharekhan

Edelweiss Broking 2

• Importing your Stock transactions from Edelweiss Broking
• Importing your F&O transactions from Edelweiss Broking

Motilal Oswal 1

• Importing your Stock transactions from Motilal Oswal

ICICI Bank Wealth Management 1

• Import your ICICI Bank Wealth Management Mutual Fund Transactions to MProfit

Shah Investor's 0

Traded Bonds / Sovereign Gold Bonds 0

Corporate Actions (Merger/Demerger/Split) 1

• Demerger - Amalgamation of Meghmani Organics

solutions 0