Goal, Strategy & Smallcase Tracking

What is Strategy / Goal tracking in MProfit?
MProfit now lets you create Goal and Strategy Portfolios that can track overall portfolio performance for your Strategies, Goals and Smallcases. Transac...
Thu, 21 Apr, 2022 at 1:07 AM
Step-wise guide to Goal & Strategy Tracking in MProfit
MProfit now lets you create Goal and Strategy portfolios that can track portfolio performance for your Strategies, Goals and Smallcases. Transactions in...
Thu, 21 Apr, 2022 at 1:10 AM
How to create a Goal / Strategy portfolio in MProfit?
Open the family in which you want to create a Goal / Strategy portfolio and click the + dropdown.  Next click Add Portfolio. In the subsequent screen...
Sun, 16 Jan, 2022 at 12:37 AM
How to add my trades to Goals & Strategies in MProfit?
To add your transactions to Strategy or Goal Portfolios in MProfit, use any of the methods below, depending on the criteria mentioned: Use the in-app f...
Thu, 21 Apr, 2022 at 11:46 AM
How to track my Smallcases in MProfit?
If you are a Smallcase investor, you can now create Strategy Portfolios in MProfit for the Smallcases that you manage. Helpful link: How to create a Goal...
Sun, 16 Jan, 2022 at 1:29 AM
How to assign Strategy / Goal to a single asset on-the-go?
MProfit gives you the simple option of right-clicking any Stock or MF transaction and assigning it to a Goal / Strategy. Step-wise guide below: In ...
Mon, 24 Jan, 2022 at 3:28 PM
How to migrate my existing Goal / Strategy data to MProfit?
If you have already been maintaining your strategies & goals transaction-wise in Excel sheets, you can copy this data into MProfit's Excel template...
Sat, 22 Jan, 2022 at 3:59 PM