Adding New Asset Classes to Your International Portfolio in MProfit

Easily expand your international portfolio in MProfit by adding asset classes like Fixed Deposits (FD), Deposits, and Alternative Investment Funds (AIF). This tutorial walks you through the clear, step-by-step process for each asset type, ensuring your portfolio stays comprehensive and current.

Add a Fixed Deposit (FD)

Step 1: Click the plus icon to begin adding a new asset class.

Step 2: Select Add Transaction.

Step 3: Open the Asset Class dropdown.

Step 4: Choose FD from the list.

Step 5: Click Select.

Step 6: In the Transaction Type dropdown, review the available types. Pick Investment for your FD.

Step 7: If you're adding this asset for the first time, click the plus sign. Mark it as a New asset.

Step 8: Enter the asset name and reference number, then click Save.

Step 9: Enter the interest rate.

Step 10: Set the interest type. Open the dropdown and choose Cumulative or Payout. For this example, select Cumulative.

Step 11: Set the interest payment mode. Click the dropdown and choose Yearlyfor this FD.

Step 12: (Optional) Check the Maturity Date and Lock-in Periodboxes if applicable.

Step 13: Click the reminder icon to set reminders if you want.

Step 14: For the transaction date, select the field and pick your date (e.g., September 1, 2025).

Step 15: Enter the amount and add a narration if needed.

Step 16: Click Save to add the FD to your portfolio.

Add a Deposit

Step 1: Click the plus sign to start.

Step 2: Choose Add Transaction.

Step 3: Open the asset class dropdown and select Deposit.

Step 4: Click Select.

Step 5: In transaction type, check the available types. Leave it as Investment for this example.

Step 6: For a new deposit asset, click the plus sign and mark it as a New asset.

Step 7: Enter the asset name and a reference number, then click Save.

Step 8: Enter the interest rate and choose the interest type (Cumulative or Payout).

Step 9: For interest payment, select from options like Yearly, Half-Yearly, Quarterly, or Monthly. For this tutorial, choose Quarterly.

Step 10: (Optional) Set Maturity Date and Lock-in Period.

Step 11: Click Set Reminder if needed.

Step 12: For the transaction date, pick the field and set your date.

Step 13: Enter the amount and add a narration if necessary.

Step 14: Click Save to add your Deposit.

Add an Alternative Investment Fund (AIF)

Step 1: Click the plus icon to begin.

Step 2: Go to Add Transaction.

Step 3: Open the Asset Class dropdown and select AIF.

Step 4: Click Select.

Step 5: In transaction type, view all available types. Here, you can record investments, interest, withdrawals, charges, setup fees, and capital commitments for AIFs. Choose the relevant type; this example uses Investment.

Step 6: Add a new AIF asset if this is your first entry. Click the plus sign, mark as a new asset, and fill in the investment name.

Step 7: Enter the reference number then click Save.

Step 8: Set the transaction date.

Step 9: Enter the quantity, rate, and optionally a narration.

Step 10: Click Save to record your AIF investment.

With these steps, you're set to add FDs, Deposits, and AIFs to your MProfit international portfolio, keeping your investments organized and up to date.