MProfit Help Center
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Stocks / Equities
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
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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
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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
Linking Stock and F&O templates to import common contract notes in MProfit
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
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
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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?
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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
Adding FD transactions in MProfit
Adding Interest/Withdrawal entry in MProfit
Editing Asset name of FD's in MProfit
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
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
Adding Deposits/Loans transactions in MProfit
Adding Interest/Other Income for Deposits/Loans
How to manage Recurring Deposit (RD) in MProfit?
PPF / EPF
Adding PPF/EPF transactions in MProfit
Adding Interest for PPF/EPF in MProfit
Adding Post Office transactions in MProfit
Adding Interest/Other Income for Post Office
Gold / Silver
Adding Gold transactions in MProfit
How to set Current Price for Gold in MProfit?
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