Step-wise guide to Goal & Strategy Tracking in MProfit

Modified on Thu, 21 Apr, 2022 at 1:10 AM

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

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

Use this step-wise guide to get started:

  1. Create your Goal & Strategy Portfolios

    How to create a Goal / Strategy portfolio in MProfit?

  2. Assign your trades to your Goal & Strategy Portfolios

    How to add my trades to Goals and Strategies in MProfit?

  3. Auto-apply corporate actions in your Goal & Strategy Portfolios

    MProfit now provides you a simple way to auto-apply corporate actions to any portfolio / family.

    To apply corporate actions in your Goal / Strategy Portfolio, go to the portfolio and click Actions > Auto Corporate Actions.

    In the subsequent screen, select Apply For Current Portfolio. Then click Apply.

    This will add all applicable corporate actions since the start date selected (MProfit now provides corporate action data since 1st April 2016!).


Smallcase Users: You can now track portfolio performance for your Smallcases in MProfit.

To seamlessly assign trades in your portfolios to Smallcases, simply auto-forward your Smallcase order emails to your MProfit account. MProfit can auto-map orders in your Smallcase files to trades in your MProfit portfolios.

Click the link below for a step-wise guide for tracking your Smallcases in MProfit:

How to track my Smallcases in MProfit?

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