Desktop portfolio management software india

I will definitely suggest to every one who is dealing in share markets. MProfit has been quite useful for servicing clients with whom I have geographical distance barrier. Communication with clients has become very easy as reports generated out of MProfit are self explanatory.

Useful tools provided for quickly finishing the work. Service from the team of MProfit has always been in time.

I have been using MProfit for the last couple of years as a Wealth Manager. The Software has made us an IT enabled organisation instantly as our clients now have access to all their investments on their mobile phones and they are loving it. This has not only helped us scale up business but has also provided a premium feel to our services.

What is even better is the unparalleled instant support which MProfit provides over the phone, which motivates us to grow faster as we now have an IT Partner.

Over the last 2 years MProfit has continuously innovated culminating into their new Cloud Application which is another big stride in getting us closer to our clients and vice versa. Thanks MProfit!!! The first important step to be taken after you start your investment is to manage your portfolio by doing an accounting for the same. While searching for an investment management desktop software I came across a name MProfit Portfolio Management and Accounting Software.

I gave it a try since it had both the modules in one which I felt would make my investment journey a bit easy. I was amazed how easily and fast I could import and record all transactions and get all types of Misc. The accounting module is extremely user friendly and much more easy and fast than the existing accounting software available in the market which is just like a blessing in disguise. Fast submission of accurate accounting reports during the year-end has now become an easy task.

Also being a desktop application along with many extremely helpful features makes information safe, secure and a best value for money. A very good and must have software program for all independent retail Investors.

As an advisor, both the correctness of data as well as after sales support is a big pain point. However in many years of using MProfit Advisor can surely vouch for both data sanctity and sales support. One of the few organisations where updates are frequent and useful. Happy clients make for a happy advisor.

Also, customer support is prompt in resolving all queries. The online support has been exceptional. With all the features it has for personal and family accounting as well as investment portfolios. This software is very user-friendly and adaptive to my personal requirements. Earlier I was using some other accounting software but it was too rigid and not user-friendly.

The Plugin facility is very good to download the Bank statement directly in the accounting software and thus avoids a lot of rework. The support team of Invest Plus is very good and very helpful. I would strongly recommend individual users and family users to go to Invest Plus. I have been using this software since last 10 years, and I recommend to everyone who is in need of an efficient software for managing their personal finance should go for Invest plus available at a very reasonable price.

Invest Plus made multiple Portfolio Management very easy as I was able to import data in no time. Also, the customer service was extremely helpful at all the times helping me out understanding every aspect of the software. Notify me of follow-up comments by email. Notify me of new posts by email. Enter your email id and click on Subscribe. We promisse we wont spam you! Home About Tools Advertise Contact.

Best and free online portfolio management tools in India November 26, by admin 11 comments. Whatsapp Tweet. I am an individual interested in this free software. Search this website! Mint vs. Quicken — Which One is Best? The best portfolio tracker is the one that works for you. Personal investing software should handle a growing investment portfolio since setting up an investment tracker takes time, make your decision after thorough review.

Some of you might need a complete portfolio analysis tool, others want online investment software, while for many a simple portfolio tracker app is just fine.

YahooFinance Portfolio Tracker — This free investment portfolio tracker allows you to import from a spreadsheet or manually input your portfolio. The portfolio analyzer offers a list of investments with details including fundamentals, performance, news, and risk analysis.

Ticker app — Available for iOS and android devices, offers the opportunity to monitor multiple portfolio with colorful charts and graphs. The free stock tracking app shows positions, profits, losses, and news.

Holdings must be manually input. We use it regularly to analyze our investment portfolios. The online portfolio analysis tools include; backtesting, Monte Carlo simulation, tactical asset allocation and optimization and more.

Sharesight is a portfolio tracker with automatic holding updates, tax, and performance reporting. The first ten holdings are free. Sharesight, this investing portfolio management software also checks your dividends and stock splits, providing accurate performance data.

Investment management software is a computer program or tracker that allows you to view details about your investments. Features include purchase, sale, dividends, capital gains, and price data.

The software enables you to analyze your investments and find out which are preforming best and those that are lagging. The best portfolio tracker app depends upon your own personal needs. In fact, many investment brokers offer their own tracker apps. Although to look at your investments that are owned in several accounts, we like the free portfolio tracker app from Personal Capital, due to the vast number of features.

The broad category of investment tools includes many money management apps that span the budgeting, saving, and investing software sphere. Mint is a great starter investment tool. For budgeting, YNAB is quite popular. To begin investing and learn, consider investigating the best robo advisors. When it comes to sophisticated investment portfolio analysis tools — Personal Capital is best. For basic budgeting and money management, Mint is best. Investment portfolio analysis software is useful to track returns, asset allocations and individual investment performance.

From DIY spreadsheets to robo-advisors , there are many available options. Regardless of which option you choose, the free Personal capital dashboard provides excellent investment insights and is quick to set up. In addition to these best investment portfolio management software, there are many additional low fee robo-advisors for your investment management needs.

Check out our ever-growing Robo-Advisor Reviews section. Disclosure: Please note that this article may contain affiliate links which means that — at zero cost to you — I might earn a commission if you sign up or buy through the affiliate link.

Personal Capital is my favorite because it will analyze and track your investment portfolio for free. If you create an account on Personal Capital, expect constant phone calls to your house phone, your smart phone, emails…in other words, prepare to be bombarded. Ryan, I use the free Personal Capital software and receive infrequent calls.

In fact no more than a few times per year. And when I explain that I manage my own investments, they are quite courteous. I really appreciate the free software and think an occasional phone call from the company is a tiny price to pay for this free software. Hi Curtis, How do you like Personal Capital? Do you find it helpful? I suppose not all investors receive a phone call. I assume that only those eligible for the paid Personal Capital Advisors will be contacted.

I just started a Personal Capital account to check them out. Lots of folks in the personal finance blogging space use them.

I never hear bloggers talk about that part. I agree with you, Barbara. Having this kind of software for free is worth a few contacts. I wanted to see how Personal Capital stacked up on that side. I do, however, want to recommend services like this for people who want to do it themselves. I love the free Personal Capital software.