Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    470 Ratings
    Company Website
  • Kryptos Reviews & Ratings
    23 Ratings
    Company Website
  • CoinStats Reviews & Ratings
    101,022 Ratings
    Company Website
  • Tickeron Reviews & Ratings
    7 Ratings
    Company Website
  • Capitalcore Reviews & Ratings
    45 Ratings
    Company Website
  • Zengo Wallet Reviews & Ratings
    413 Ratings
    Company Website
  • OANDA Reviews & Ratings
    52,211 Ratings
    Company Website
  • DXcharts Reviews & Ratings
    22 Ratings
    Company Website
  • 3Commas Reviews & Ratings
    3,264 Ratings
    Company Website
  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website

What is OnePortfolio?

OnePortfolio is an all-in-one investment tracking solution for individuals and professionals managing diverse portfolios. With robust tools for visualizing portfolio performance, analyzing returns, and tracking dividends, OnePortfolio offers a seamless experience for investors. It tracks multiple asset classes across brokers, provides real-time performance metrics, and includes risk analysis features like Sharpe ratios. The platform also simplifies data importation with drag-and-drop functionality, enabling quick integration of broker statements into a comprehensive investment dashboard.

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.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$4.99/month
Free Trial Offered?
Free Version

Pricing Information

$40 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

OnePortfolio

Date Founded

2025

Company Location

Switzerland

Company Website

oneportfolio.io

Company Facts

Organization Name

MProfit Software

Company Location

India

Company Website

www.mprofit.in/

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Popular Alternatives

Popular Alternatives

Fund Manager Reviews & Ratings

Fund Manager

Beiley Software
Dion Portfolio Tracker Reviews & Ratings

Dion Portfolio Tracker

Dion Global Solutions