January 5th, 2012· Bigger font size of the summary screen
· Many more import options have been added
· Capital gains report with or without indexation for debt mutual funds and FMPs
July 26th, 2011· Updated XIRR Report: Income column now includes only Income received as Pay-out. All dividend reinvestment and cumulative income are added in Current Value.
· Import - We have added many more brokers to allow importing of contract notes from Antique, Concept Securities, Dalal & Broacha, Dani Shares, GEPL Capital, Integrated Master Securities, Pragya Securities, RK Global, Skyes & Ray Equities and many more. We have also updated many of the import options as well.
· Several bug fixes.
March 31st, 2011· As the financial year of 2010-11 has been closed, we have improved the Capital Gain Summary Report based on requests from many users. The report now includes period-wise capital gains as required when filing your tax return. The period includes 1st Apr to 15th Sep, 16th Sep to 15th Dec, 16th Dec to 15th March and 16th March to 31st March. This will be useful in determining your advance tax payment for the new financial year as well.
· New ULIP/Insurance Summary report for individual portfolios, this report was previously available for groups.
· A minor bug related to display of accrued interest in FD (Payout).
· Import - We have added several more brokers to allow importing of contract notes from ASE Capital Markets, FundsIndia.com, MTL Shares & Stockbrokers, R. Wadiwala Securities, Saurashtra Capital, Span Caplease and Sunshine Broking. We have also updated many of the import options as well
February 10th, 2011· Added the 15 minute delayed price feature. Also, we have added several new reports for ULIPs, insurance and other assets.
· We have added several more brokers to allow importing of contract notes from BP Equities, ODIN trade file, Pratibhuti Viniyog, Sharewealth Securities, SVS Securities and Vimal & Sons.
January 4th, 2011· With v5.2 we have added many new import broker options such as Edelwiss, Latin Manharlal Securities, Prabhudas Liladher and many more.
· We have also added several new reports such as the Trading Profit/Loss Report and also Income Report.
October 20th, 2010· Added several more brokers to our import feature.
September 23rd, 2010· Added many brokers to allow importing of digital contract notes. They include Angel Broking, Atlas Integrated, Baljit Securities, Enam, Geojit BNP Paribas, ICICI Direct, IDBI, India Infoline (IIFL), Joindre Capital, KR Choksey, Magnum Equity, Networth Stock Broking, Nirmal Bang, Religare, RBS, Sharekhan and Unicon Securities.
· Also added a couple more options for Mutual Fund investors. You can directly
· import your online accounts from Karvy Online and Prudent Corporate Advisory.
August 18th, 2010· Supports the ability to import from a wide variety of data sources including digital contract notes, CAMS/KARVY, Excel templates and online portals
May 4th, 2010New Reports:
· Accounting JV (Reports -> Accounts) - useful for entering journal entries for
· accounting purposes. It lists the journal voucher entries based on stocks and MF buy and sale transactions.
· With stocks, details like debit/credit of intra-day profit/loss, short term or long term capital gains, STT, transaction charges and broker's ledger account are listed based on the contract note details.
· With Mutual Funds, details like debit/credit of short term or long term capital gains and bank's account are listed based on the buy or sale transaction.
· Other Transactions (Reports -> Transactions) - transactions are listed with
· details like income, withdrawal, investment, opening and closing balance.
· Due Dates (Reports -> Miscellaneous) - Lists the due dates for various events (reminders), like premium due, maturity date and lock-in period complete. Due dates for next six months can be selected via the customization option. In the group portfolio, the report lists the due dates for all the group (family) members in one consolidated report.
Improved Layouts:
· XIRR (individual and group)
· Asset Allocation (individual and group)
· Group Holding
February 17th, 2010· Tax calculator
· Weekly/Monthly backup
· Improved help file
· Improved report layouts
· The tax calculator allows you to estimate your taxes BEFORE selling a stock or mutual fund. It provides intraday, short-term and long-term tax calculations.
· We have also added a weekly/monthly backup feature. MProfit will prompt you on a weekly or monthly basis (based on your settings) to backup your data to either a local hard drive, an external hard drive or a USB pen drive. This will allow you to always have a backup copy of your data in case of an emergency.
· Lastly, this version fixes some minor bugs.
January 8th, 2010· Implemented several new features such as an income module, reports relating to annualised returns (XIRR) and group holdings reports
December 9th, 2009· Daily gain and overall gain for accumulated interest (accrued) for interest bearing assets like bank FDs, deposits, loans, PPF/EPF, Post Office and any miscellaneous assets
· Display of Maturity Value and Current Value for these assets
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