How to track Consolidated PMS Performance in MProfit?

In this tutorial, we will explain how to track consolidated PMS performance in MProfit. 

Step 1:Login to your MProfit account and ensure that you create separate portfolios for each PMS fund to accurately track performance.

For example, we have two PMS portfolios here, Mr A Mehta PMS and Mr B Gupta PMS.

Step 2: Navigate to the Analytics tab.

Step 3: Now choose Family Group to track consolidated PMS performance.

Step 4: Then click the Performance tab.

Step 5: Now, scroll down to Performance by Portfolio and click View Table.

Step 6: Here, you can track the total inflow, total outflow, income payout, closing valuation, total gain and XIRR.

Step 7: You can also view the Summary of the performance of your portfolio.

Step 8: Finally, you can download both the summary and detailed view table in PDF format.

This is how you can seamlessly track consolidated PMS performance in MProfit!