Mprofit is one of the best portfolio management and accounting management software for investors, traders, advisors, corporate, family offices and CAs to manage your stocks, MFs & other assets. It seamlessly integrates with the portfolio management section. Now there is no need to maintain two transactions, one in a portfolio management software and one in a separate accounting software, with MProfit it’s now simplified with many features :-
- Integrated accounting with automatic posting of entries from the portfolio management module such as Dividend pay-out, Dividend reinvestment, Interest Income, capital gains and F&O profit/loss.
- The Journal vouchers, payment and receipt vouches entries are auto-generated from stocks, mutual funds as well as F&O transactions and posted in respective ledgers in accounts.
- JVs from brokers contract notes and entries are posted in respective ledgers such as broker’s ledger, capital gains.
- Import your bank statements to maintain your bank and cash accounts.
- Easy to understand Balance Sheet, Profit/Loss Statement and Trial Balance reports.
- Reports for goals, annualised returns, capital gains (with or without indexation), asset allocation, XIRR