Category : Finance
Excellent For Individual Investors...Using it since last 6 months, Pro Version which helped us as it gives Reports in Income Tax Format along with Grandfather clause. Every few weeks we are exploring it further and finding some tools which we can use for accounting, analysis and reconciliation. Their Support staffs are excellent and normally they get back in 24 hours or so. They guide us thru Anydesk tool. This organization is extremely responsible. We love MPro software.
I still wonder the reason why this app has got a 4+ user rating. The prices just don't refresh on the portal or mobile app. The refresh thing doesn't work. However it is useful to manage the portfolio at one place, but there are better, more intuitive and highly user friendly options available. Won't pay for so many inconsistencies. Not recommended for beginners and experts won't use it.
Excellent software which incorporates everything in stocks and accounts- all reports are generated as per income tax requirements also which is a big ease and the MProfit team is excellent in after sales services with their patient and calm demeanour answering all our queries. Very very happy with the product and team. Thank you for all the hard work and support.
From app when excel sheet ( capital gain report ) is generated and try to open it says excel is not installed, although excel is installed on mobile. Please look into the same.
Though the mobile app is not really having much features, as the team says it's just to view breif summaries and has limited options. But considering the browser application, this is top notch and has all features one could ask for. Some minor UX improvements will make it much better - eg. I didn't know that I've to double click EQ/INS/CD etc to manually enter new info until the team called me and clarified.
Excellent App. Till now I had been using Excel sheets to manage my portfolio. That was in fact very tedious. Fortunately, I came to know about this App and have downloaded it's trial version. It has made my task very comfortable. It manages all kinds of portfolio in a very easy to use manner. It's reports generation like XIRR, Capital gain, net worth is awesome. I would certainly recommend it.
I would like to see one feature where I can be able to see the profit/loss on the stocks accumulated over different time in my holdings. This is required to help easily decide certain profit bookings.
This is financial app and does not reflect my current balance as since few weeks. I cannot imagine financial app not showing my current balance.
Not easy to use, you can't register on mobile app you have to go to webpage. Confusing interface. You should give some options to start using instead of just importing data at very first screen.
In search of a solution to save endless time it takes to maintain excel sheets for maping my entire family's portfolio i stumbled upon Mprofit and "Eureka". Have religiously used both desktop and cloud versions with auto-update feature since a year. They are constantly improving, adding new features, and have brilliant customer care ( responded to queries within hrs even in strict lockdown). Am sorted for portfolio mapping (for individual+ consolidated family), tax calculations and accounts..
Great and helpful. Some problems too. Paid version is allowed only on one particular desk/lap top. This comes to a great disappointment when you are outside and not carrying your laptop. You can not log in elsewhere other than where it was installed. Mobile version is just mirror and can not be edited or updated.
Everything one could ask for in a portfolio management application and more. Desktop application looks outdated and takes time getting used to but provides unmatched functionality and reporting. It is good that a cloud version of the app is being created.
Simple and clear app. But for uploading the data you have to use web interface. Request is to have an option in mobile app to increase the font size. Now it's too small. Zooming option also is not there.
Latest upgraded software is superb. It makes my portfolio management very simple. Also, their customer service staff is very professional. it is very easy to get telephonic support or remote support.
Great app for the features at hand. Picks up info from the contract notes seemlesslesly, good customer service but misses some necessary features like historic year on year returns Overall cagr returns on portfolio, ability to see historic trades easily.
One of the best app to manage your family portfolio all in one place. The unlicensed version lets you manage only one portfolio which if increased to 2 or 3 then we can see more people using this app for personal portfolio management. The new cloud feature is amazing, I can now view my portfolio with just a single tap on my mobile and make informed decision when I am travelling or not close to my laptop. Could have given 5 star if the unlicensed or free version had lore than 1 portfolio enabled.
Pros : Excellent feature of importing Contract Notes directly so that it saves time and energy of day traders, keeping accurate accounting. Kudos to the team. Cons : Rigid GUIs, weired synching options, limited utilities in mobile App, delay in stoch ticker streams, delayed updates of market information etc. Above all , for a stock trader, the web app is a great essential thing. Nothing to compare in the market. Great
The mobile app lacks the facility of new data input and modification. It only shows the summary data, previously input by pc app. So, not much useful.
Needs a bit of self learning to get the hang of basics, but I guess thats the type of clientele the company is looking for. Just started to get a flavour of this one before I buy the pro licence for my potential clients. So far looks good for individual portfolio (Atleast for MF, yet to figure out Direct Equity, Gold & RE etc.). I wish if they could integrate P2P as well to the asset class.App sync is flawless and empowering for Advisors. More updates to follow on my insta handle @planbeconomics
Best app to manage all your investments. Its simple, intuitive and focused. It does one thing and it does it good. Using it since past 1 year!
I am an extremely satisfied user of MProfit.I am now able to see my family"s finances in one screen. I also like the auto import feature which enables me to have an updated status of my various investments daily. The support staff has always been prompt in replying to my queries. I definetely would recommend my friends to purchase this software
MProfit is a fantastic stocks management App. I love your Backup feature, besides many other features. I'm yet to see a faster backup. It takes less than 10 seconds to backup data. I really appreciate your service support. Till date, whenever I had some issues, they were resolved promptly by your helpful team. The team works on a missionary zeal to solve all the customers' problems in the shortest possible time. I find that MProfit stands at the top compared to many others. Keep up the good work.