What is Strategy / Goal tracking in MProfit?

Modified on Thu, 21 Apr 2022 at 01:07 AM

MProfit now lets you create Goal and Strategy Portfolios that can track overall portfolio performance for your Strategies, Goals and Smallcases.

Transactions in your MProfit portfolios can further be assigned to Goals & Strategies, letting you accurately track P/L and XIRR for different Strategies, Goals and Smallcases.

This is vital for a savvy investor!

The applications of this feature also go beyond Goal & Strategy tagging: If required, you can also segregate your portfolios into broker-wise or advisor-wise portfolios. This will allow you to track each broker-wise / advisor-wise portfolio separately, and gain a good understanding of how your returns compare.

Refer to the following step-wise guide to get started with Goal / Strategy tracking in MProfit:

Step-wise guide to Goal & Strategy Tracking in MProfit

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