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What is MProfit Advisor?

MProfit allows users to easily manage all their investment activities from a unified platform. With the ability to import financial data from over 700 brokers and institutions, detailed portfolio reports can be generated, and capital gains can be formatted for income tax returns. This comprehensive tool facilitates the management of a diverse range of asset classes, including stocks, derivatives, mutual funds, bonds, fixed deposits, NPS, and AIF. It is available on web, desktop, and mobile devices for both Android and iOS, ensuring accessibility for all users. In addition to managing investments across different categories, MProfit enables users to create individual portfolios and group them for a holistic overview of their holdings. Financial advisors can also utilize the platform to categorize and organize client investments into family-wise and category-wise portfolios. Furthermore, the system simplifies the investment management process by automatically importing contract notes and back-office files for stocks and derivatives from a vast array of brokers. Thus, MProfit not only streamlines investment tracking but also enhances the overall experience for both individual investors and financial advisors, making it an indispensable tool in modern investment management.

What is Basil?

Basil is an intuitive and feature-rich app designed for investment research and portfolio tracking, catering to both beginner investors and seasoned finance professionals alike. At its core, Basil offers a suite of powerful tools that facilitate the management and monitoring of investment portfolios. The application ensures a dynamic and user-friendly experience, making the intricacies of financial markets accessible to all users. For portfolio tracking, Basil equips individuals with real-time analytics and comprehensive data related to their investments. Its dashboard showcases asset allocation, investment performance, and historical growth trends, enabling users to monitor a variety of securities, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), with continuous updates. Additionally, customizable notifications alert users to significant changes and potential opportunities within their portfolios. In terms of investment research, Basil stands out as a robust tool that consolidates financial data, market insights, and detailed analyses, empowering users with advanced statistics to inform their investment decisions. With its comprehensive features, Basil not only aids in tracking investments but also enhances the overall understanding of the market landscape, making it an invaluable resource for anyone looking to navigate the world of finance effectively.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$40 per month
Free Version
Free Trial Offered?

Pricing Information

$5.99/month/user
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

iPhone

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

MProfit Software

Company Location

India

Company Website

www.mprofit.in/

Company Facts

Organization Name

Basil Finance

Date Founded

2022

Company Location

United States

Company Website

basil.fi

Categories and Features

Stock Portfolio Management

For Investment Advisors

Categories and Features

Investment Management

Not specified

Personal Finance

Not specified

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