MProfit - Portfolio Management Software 5.2 Build 1002.11

Size 7.914 MB   0 seeders     Added 2011-06-11 16:44:41

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                                                            MProfit - Portfolio Management Software 5.2 Build 1002.11 is considered as a convenient and efficient personal desktop Portfolio Management Software for Indian retail investors and Non-Resident Indians (NRIs). It allows you to take control of your investments such as stocks, MFs, ULIPs, insurance policies, property, gold and many other asset classes.Major Features:HighlightsManage multiple individual and group portfoliosTrack the consolidated investments of the entire family via the grouping featureManage assets like stocks, MFs, ETFs, ULIPs, insurance policies, private equity, FDs, bonds, PPF, gold, silver, property, art and many more…Import data from contract notes, CAMS/KARVY, Excel and online portals [ complete list ]Auto price updates for stocks (15 minute delay), mutual funds and ETF NAVsReports for annualised returns, capital gains, asset allocation, profit/loss reports (for traders) and others…Track income from all assets such as dividend, interest, rental and other sourcesReminders/Alerts for premium dues, maturity dates and end of lock-in periodsAll your financial data is saved locally on your computer for data securityHighlights for Stock investorsTrack your purchase & sale transactions in a simple and familiar contract note formatImport data from over 60 brokers and Excel sheetsDaily gain, overall gain, annualised return (XIRR) and current valueSupport for bonuses, splits, merger & demerger transactions (closing balances and capital gain calculations are adjusted based on these corporate actions as per the income tax rules)Intra-day, short term and long term capital gain reports based on First In First Out (FIFO)Profit/Loss reports for traders based on average purchase priceTrack dividends received from companiesHighlights for Mutual Fund & ETF investorsTrack your purchase & sale transactionsManage buy (subscribe), sell (redeem), dividend reinvestment and addition of bonus units (value for such bonus units is zero)Keep track of mutual fund schemes with folio numbersDaily gain, overall gain, annualised return (XIRR) and current valueImport data from mutual fund registrars CAMS and KARVY as well as online portals like, NJFundz and Prudent Corporate AdvisoryLock-in period reminder alert for MFs (very useful for ELSS tax saving schemes)Import Your DataDigital contract notesCAMS/KARVYExcel templatesOnline portalsBack office filesFor more information and a complete list click hereManage Multiple Portfolios & GroupsCreate multiple portfoliosThe portfolios can be grouped to create a family group portfolioEach portfolio can be added to multiple groupsVarious group reports are available to track the performance of the group portfolioULIPs, Insurance Policies and Private EquityKeep track of all the details associated with your ULIP and insurance plans such as: policy number, sum assured, name of the nominee, premium term, lock-in date and maturity dateReminder alert for the premium, lock-in date and maturity dateComplete record of premium and withdrawalsKeep track of funds associated with ULIP plansOption to set ULIP policy value based on funds values or manually as per the policy statementBalloon notification display of details for ULIP and Insurance products like policy numbers, maturity date and lock-in date viaFixed Deposits, Bonds, PPF/EPF, loand and other asset classesCalculation of current value and maturity valuesDisplay of daily gain in terms of accrued (accumulated) interestInterest in PPF/EPF category is calculated based on PPF rulesInterest calculation is based on reducing balance method in case of loans, deposits and Post Office schemesCurrent value can be set based on interest rate or market value for bondsTrack income received from rental income and other sourcesReportsProvides various reports that can be easily understood and customized per your needsLong term and short term capital gain calculation reports for stocks and mutual funds based on First In First Out (FIFO) basisIntra-day profit/loss reports for stocksCapital gain reports are adjusted for bonuses, splits, merger & demerger transactions as per income tax rulesVarious other useful reports such as annualised returns (XIRR) report, portfolio summary reports, asset allocation reports, transaction reports and insurance/ULIP reportsInvestors can review the diversification and performance of their portfolios through asset allocation and realised/unrealised gains reportsAsset allocation reports can display either a pie chart or bar chartTrading P/L report – trading summary and detailed reports, useful for investors who track their profit/loss on their trading activities in stocks based on average purchase priceIncome report for individual and group gives a summary or detailed view of income generated from all the assetsInsurance summary report for individual and group provides summary of total sum assured, premium paid and policy valuesGroup holding report gives family member-wise holding details for stocks and mutual fundsAccounting reports such as closing balance and JV reportOther FeaturesDatabase update for newly listed stocks, mutual funds, ETFs and company name change updatesSoftware updates included as new features and reports are addedPassword feature for owner (full access) and user (can only enter transactions and can’t see current prices and values)Support for internet proxy settings (helpful in corporate office networks)Various reminder alerts such as due dates for insurance premiums, maturity of FDs, deposits and insurance policies, and for other investments can be set Requirements:Requires Microsoft Windows (XP, Vista or 7).
mprofit-portfolio-management-software-5.2-build-1002.11/mprofit-portfolio-management-software-5.2-build-1002.11.exe 7.914 MB
mprofit-portfolio-management-software-5.2-build-1002.11/Read Me.txt 57 B
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