How to create Portfolio, PMS Portfolio and Group Portfolio in MProfit?

Managing investments efficiently requires robust portfolio management tools, and MProfit offers comprehensive solutions for organizing your investments. 

In this guide, we will explore how to create three types of portfolios in MProfit: Individual Portfolio, PMS Portfolio, and Group Portfolio.  

Portfolio

With MProfit, you can manage your investments portfolio wise. You can create member / PAN-specific portfolios based on your needs. MProfit also lets you create broker-specific portfolios if you want to track broker-specific data and get broker-specific reports.

To track portfolios according to PAN, follow these steps:

1. Navigate to Add Portfolio on the left side of the screen.

2. Next, enter the Portfolio Name and your Full Name, and finally, click on Save.

Now, the portfolio you have created will reflect on the left side of the screen under the Portfolios heading.

PMS Portfolio

Your PMS Scheme investments can be tracked seamlessly with MProfit. In addition, you can track detailed investment level information for PMS schemes, as well as cashflows, such as cash in, cash out, cash balance, and fees.

Follow these steps to create a PMS portfolio:

1. Navigate to Add Portfolio on the left side of the screen.

2. Next, enter the Portfolio Name and your Full Name. Select PMS Portfolio, and click Save.

Now, the PMS portfolio you have created will reflect on the left side of the screen under the Portfolios heading.

Group Portfolio

With MProfit, you can view all your family's finances in one place. You can do this by creating a Group. It is possible to create multiple groups with a combination of different portfolios.

Follow these steps to create a Group Portfolio:

1. First, right-click on your portfolio.

For eg:- Mr. A Mehta

2. Next, click on New Group.
3. Now, enter the Group Name, Full Name and then select the Portfolios you want to combine into a group.

For eg:- Mr. A Mehta

              Mr. B Gupta

4. Portfolios can be added to the Group by selecting and ticking them. 

5. Finally, click on Save.

Now you can check your Group Portfolio on the left side of the screen.

To manage and learn more about Strategy/Goal portfolio, please refer to this post: https://help.mprofit.in/support/solutions/articles/82000887519