Getting Started

What files or statements can be imported to MProfit?
You can import files to MProfit in pdf, excel, csv, html, txt and dbf formats. By supporting the direct import of files from 700+ brokers & other entit...
Mon, 31 Aug, 2020 at 6:14 PM
Importing a file in MProfit: step-by-step guide
Please follow the steps below to import your file in the MProfit application. 1. Login to MProfit and click Import on the top-right Login to MPr...
Fri, 30 Oct, 2020 at 8:43 PM
Request & import your Mutual Fund CAS from CAMSOnline
TABLE OF CONTENTS What is CAS? Why import CAS to MProfit? How do I request my CAS from CAMSOnline? I have my CAS - now how do I import to MProf...
Fri, 4 Sep, 2020 at 1:05 PM
How can I import my Stock transactions to MProfit?
TABLE OF CONTENTS Introduction What brokers does MProfit support for importing files? Files you can import to MProfit for Stock transactions D...
Fri, 30 Oct, 2020 at 3:10 PM
Updating your opening balances in MProfit
TABLE OF CONTENTS Introduction Mutual Funds Stocks Other Assets   Introduction Importing transaction-wise Opening Balances to MProfit w...
Fri, 30 Oct, 2020 at 2:42 PM
How can Advisors import client data to MProfit?
TABLE OF CONTENTS Stocks Mutual Funds PMS and AIF Other Assets Can't find my template in MProfit Auto-import for Advisors In...
Mon, 7 Sep, 2020 at 1:44 PM
Setting up auto-import of files in MProfit
TABLE OF CONTENTS What is MProfit auto-import? How do I set up Auto-import for my transaction file in MProfit? Auto-import set-up steps What...
Mon, 31 Aug, 2020 at 7:27 PM