Transferring Partial Quantity of Private Equity in MProfit

Learn how to transfer part of your private equity holdings from one portfolio to another in MProfit. 

This step-by-step guide will help you move only the quantity you want, instead of all units, between portfolios.

Step 1: Find the XYZ Limited asset in Mr. D. Gupta’s portfolio. Click the down arrow next to this asset.

Step 2: Click Advanced and select the option to transfer the asset to another portfolio.

Step 3: Set the Date of Transfer. In this example, pick September 1, 2025.

Step 4: In the To Portfolio dropdown,

select the destination portfolio where you want to transfer the partial quantity.

Step 5: Choose Mr. A. Mehta's Dhan portfolio as the destination.

Step 6: Click in the quantity field

and enter the number of units to transfer. For instance, transfer 150 out of 650 units.

Step 7: Click Save.

Step 8: When the confirmation window appears, click Yes.

Step 9: See that the quantity for XYZ Limited in Mr. D. Gupta’s portfolio is now 500 units (reduced from 650).

Step 10: Switch to Mr. A. Mehta's Dhan portfolio

to confirm that 150 units of XYZ Limited have been added.

That's how to easily transfer partial private equity holdings between portfolios in MProfit.