Public issue. Split of shares. Direct Import of digital contract Notes to avoid data entry. Manage investment in commodities. User definable commodity Master. When you synchronise your Sharesight portfolio to Xero, details of your share purchases, sales, and dividends will flow into Xero automatically so they can be easily reconciled against your bank statement and incorporated into your personal wealth and budgeting picture.
Furthermore, Sharesight can pull in your bank account balances, term deposits and cash investments from Xero, so you can view your complete financial position directly within your Sharesight portfolio — automatically, and in real-time.
Looking forward to the Cloud version. Thanks a ton and keep up the great work you are doing!!! I love your product and happy to recommend you and be your reference.
Fully satisfied with MProfit. Best software for people who are dealing in equities. Saved countless hours to import contract notes. Good luck! See more reviews. Try MProfit for free Sign up now.
There are also time management apps that can integrate for consultants or freelancers who need to charge by hour. This can be very helpful for start-ups who want to keep their accounts organized without committing to a solution, while also reducing initial costs. Other businesses might simply prefer them because they often allow for a greater control of your data, by running on your own machines rather than on third-party clouds. The best accounting solution will also integrate with any ecommerce software you're running, regardless of the theme installed.
Here we'll feature the best accounting software currently available on the market, and also include further options to consider, as you can opt for specific expense tracker apps or even customer accounts. FreshBooks is a popular cloud-based accounting service designed specifically for small business owners.
The package has plenty of features — invoicing, expense tracking, time tracking, a host of business reports, even an option to take credit card payments for a 2.
Despite the simplicity, there's real depth here. You can bill in any currency, save time by setting up recurring invoices, allow customers to pay via credit card by checking a box, and even automatically bill their credit card to keep life simple for everyone.
Management hassles are kept to a minimum. You're able to access and use the system from your desktop or its free iOS and Android apps, and because it's a cloud-based system there's no need to worry about backups.
Sign-up for Free Trial. Try Our 7 Days Free Trial. The best part of the usage over the year is the quick response of the Support Team, whether its for re-activation issue or error in upload of a contract note. The feature of Remote Assistance is very handy for a person who is not all that tech savvy and can't explain the issue in technical terms.
Overall its an immensely useful product with a equally good Support Team at our service. You are sure to become a permanent customer. I am using mProfit for the last 2 years and I am quite happy.
Once I had a problem and their support staff not only looked into the issue, but they provided me the remote assistance and fixed it. And this was for the free version. Kudos to the mProfit team for the excellent job. The main part of Mprofit that caught my eye was the capital gain calculator and the tax friendly reports they generate. Team Mprofit have done an amazing job in removing tax hassels for investors and traders alike. Their contribution towards this area is immense and better still its free for investors to use.
I would certainly recommend using this to maintain your equity portfolios and for your capital gain calculations. Kudos to team Mprofit and their great work. The software is very user friendly and exactly designed to meet the needs of the individual investors, though the other higher versions are meant for business people and professionals. Accounting of my investments in stock market, Deposits and renewal thereof, house hold expenses, etc.
The assistance offered by MProfit team whenever we seek clarifications is immediate and the regular value addition to the software is un-comparable. The MProfit has now become an inevitable partner of my life. I have been using Mprofit for the past 2 years and found it extremely useful. This gives me full control of my investments and finances and provides valuable inputs for my financial planning. I am very happy with the product and delighted with the support team.
The responses from the support team has been swift and relevant. Overall it has been a great experience. My experience with MProfit, both product and customer service, has been excellent. I like especially the reports and the ease with which one can update folios from statements generated from Registrars. I would strongly recommend this software to keep all one's investment portfolios in one place in order to monitor or bequeath to one's legal heirs. I have downloaded Mprofit Investor version.
I must say this is the best software I have ever had. Smooth User Interface, Easy Controls makes this software amazing. The hard work and dedication of developers can be seen in this software. Keep the good work. Ratings are as follows:. I am extremely happy about your excellent service support. I had a problem while importing one of the Contract note, and your support team took less than 4 hours to resolve the issue.
Kudos to your Service team. I was searching all over web.. MProfit is great software and userfriendly too. I am using the software for almost a month now. We sell options. Accuracy is very important. I wish you the best. Apart from providing an outstanding piece of software, Team MProfit never hesitates to solve any little problem the investor may have. Recently, I required assistance to transfer MProfit along with data from one computer to another.
As soon as I sent an email query, they contacted me and using Team Viewer, completed the process smoothly. Some technical issues that cropped up because of system deficiencies were instantly corrected using their thorough technical knowledge. I'm impressed! It allows a seamless interface with multiple options to upload transactions, with automatic computation of capital gains, XIRR etc.
And the biggest diffrentiator at Mprofit is their superb customer service. I do not think I have seen such an excellent customer service anywhere else, atleast not in the financial services space. Also, the price is very affordable. Also the online telephonic help for the free users also is the best part of them.
I have not seen such a good help support even for free users. Once I go through the whole software, would like to become a distributor for this. Initially i downloaded and used the free version of the portfolio management software. I was very impressed with it and ended up buying the full version.
It is simple and easy to use. It opened my eyes with respect to the average rate of returns XIRR across different investments that i had.
I no longer need to keep track of my bank deposit maturity dates as i can set reminders. I can also see the current value of my stocks and mutual funds,all on one page;I need not log in to the individual AMC sites. Best part about it is that it is completely offline and all the data is stored in my system. And i can share mine and my family portfolio details with my CA and financial planner which helps in filing taxes,reviewing and consolidating my portfolios.
First of all I Thank you very much for kind of co-operation and co-ordination provided till date. I am happy to have such a nice and user friendly software. I have been using since Aug, I am using it for family portfolio, Investments and Financial Accounts. I wish you all the best for future developments.
You may even think for incorporating features to generate eIT Returns. I am a physician and have been using MPROFIT since more than 3 years from the time it was free and then through the time it became free. I would like to recommend this software to those who are intent on keeping track of their investments.
There have been successive improvements in the software tracking the changes in regulations and formats of all the investment companies. I have used stocks and mutual funds section predominantly and have had no problems at all. The software can be used offline, requires very minimal low speed internet connection, the outlay is user-friendly and all the reports are available in various formats for saving offline and filing tax returns.
I have not had much experience with ULIPs etc but the customer service is excellent. I have encountered many startups including online shopping etc where their long term vision is poor and customer service is inadequate but that has never been the case with MPROFIT.
I have always got a reply and correction within 24 hours. I might have made quite a few queries and complaints in these past few years and every single time, the problem has been solved quickly. I am delighted to note that they care even for the users of free version, my query got resolved in 24 hours. The features are also very good. Excellent after-sales service!!! I'm using your software for last two year and had used many software prior to that.
Your software is best and worth for every penny I paid to you. About after sales service, again you people are always available to help us immediately which is highly appreciated. In today's market there are very few service provider who adhere to such a high standard and Good services. Highly Appreciated. I am using this software from past two years for managing family accounts.
It is user friendly software and self explanatory but when in need excellent staff support also provided. MProfit is a last stop solution for wealth managers. It is simple to use and the report templates are easy to follow for a layman. We received excellent support not only at the time of installation but continue to receive the same level of support during each software upgrade. They stand behind their product by offering constant improvements in functionality. Its been 3 years now I am using MProfit PMS application and will continue to use it as its the best available in market at cheapest price.
The response for queries and ECN issues has been amazing - very quick response and resolution. I appreciate hard work and efforts of MProfit team and recipocate with tons of thanks to them. I want to divide the review in two parts. Part One: many advisers are entering mutual fund and stock broker industry.
For starter, MProfit can be an excellent cost-efficient Back office tool to provide valuation and other reports to clients. Part Two: Regulatory changes are forcing many to become advisers in true-sense. Such advisers need to gather various information from various intermediaries for all family members. MProfit makes life easier to gather such information with click of a button thanks to various import templates. Various reports can help to make decision on future investments or liabilities.
Accounting module is well thought addition. There is gap in service. So there is a chance of wrong book keeping. This module can help to address the same. No one is perfect. So does software. But the team is future looking and making sure to provide nearest to perfect software in shortest time period.
Three cheers for them. Dealing with stock market transactions every day is no easy task. Keeping track of so many markets, multiple positions in a portfolio and, strategizing for future investments is already tough enough job.
Trending Tags. Professional Resource. Member Strength 31,41, and growing.. Get latest updates Submit. Our Network Sites. It seems every year I have one of these odd ball [tax] situations Thanks for the great software and job you guys do. I'd be a basket case at tax prep time without TradeLog!Sharesightwith its powerful performance and tax reporting, gives you unmatched free accounting software for share trading person and insight into your investment portfolio. Leading online accounting system Xero free accounting software for share trading person crucial cash management and straightforward budgeting. Used together, they provide a seamless solution between investment portfolio management and accounting. Share access with your accountant or financial adviser. Free accounting software for share trading person you synchronise your Sharesight portfolio to Xero, details of your share purchases, sales, and dividends will flow into Xero automatically so they can be easily reconciled against your bank statement and incorporated into your personal wealth and budgeting picture. Free accounting software for share trading person, Sharesight can pull in your bank account balances, term deposits and cash investments from Xero, free accounting software for share trading person you can view your complete financial position directly within your Sharesight portfolio — automatically, and in real-time. I've been using Sharesight with Xero for over 2 years now - fantastic. Andrew Haynes Sharesight Customer Twitter. Having 13 portfolios integrated into similar Xero files - this is a godsend for staying on track. Mike Deam Sharesight Customer Twitter. Kimberley Middlemis Sharesight Customer Twitter. Follow these steps to connect your Sharesight portfolio to an existing Xero account: Connecting your portfolio to Xero. You are currently viewing the global site. Stay on this site or return to the global site. Why connect Sharesight to Xero? Share unlimited access Share access with your accountant or financial adviser. How it Works. Reconcile your investment transactions When you synchronise your Sharesight portfolio to Xero, details of your share purchases, sales, and dividends will flow into Xero automatically so they can be easily reconciled against your bank statement free accounting software for share trading person incorporated into your personal wealth and budgeting picture. Manage your cash balances Furthermore, Sharesight can pull in your bank account balances, term deposits and cash investments from Xero, so you can view your complete financial position directly within your Sharesight portfolio — automatically, and in real-time. Award Winning Integration. Ask your accountant or financial adviser if they can provide you with a Xero usb memory card format software free download. Try Sharesight today Track 10 holdings for free. Find MProfit for Accounting pricing plans, features, pros, cons & user reviews. and accounting management software for investors, traders, advisiors, corporates, gains reports for Stocks, Bonds, Equity & Debt MFs (with or without indexation) A person having multiple broker accounts and multiple demat accounts can. Accounting software makes it easy for any small business to track income, Here we'll feature the best accounting software currently available on the market, and It can handle not just invoicing and statements but remittance advice, stock. Account & Portfolio Management Software EasyInvest helps in managing all your accounting, It manage Share / Stock transaction, directly imports Digital Contract Notes to avoid complex data entry. Day Trading Transaction Register. Get your Life-Time Free version of the software now! portfolio management software investplus. Share. Absolutely Free Accounting Software for individuals, Share market deals, which can give report as per Income Tax Rules i.e. Long Term / Short. Try MProfit today for free to manage investments in Stocks, Mutual Funds and other asset classes. Import all your data to MProfit and view your Capital Gain. No information is available for this page. Leading online accounting system Xero offers crucial cash management and straightforward budgeting. Categorise your bank transactions, reconcile your trade & dividend data, and track your cash When you synchronise your Sharesight portfolio to Xero, details of your share purchases, Track 10 holdings for free. Tradelog software calculates accurate capital gains & wash sales for stocks and options Get Started For FreeView Pricing Options TradeLog Software provides the tools and reporting you need for the Mark-to-Market accounting method. Accounting Made Simple. Automatically Track Your Sales, Expenses, Deposits, And Payments. How to enter Simple Payment transactions? Manage your investments the right way with MProfit MProfit provides you with a seamless way to manage your investments across Stocks, Mutual Funds, Bonds and other asset classes. Zoho Books is just one small part of a much greater business concern based in India that offers all manner of solutions for anyone and everyone. QuickBooks is an instantly recognizable name in the world of accountancy and bookkeeping. With all the features it has for personal and family accounting as well as investment portfolios. Read our review of Adminsoft Accounts here. Sign-up for Free Trial. Service Tax. Good luck! How to enter Post Office Scheme transactions? While some of these are simply free tiers for paid software, others are freeware programs you can download and use without charge to help with budgeting. This has the benefit of allowing unlimited quotes and invoices, plus you can reconcile unlimited bank transactions. How to use Query? Found this amazing MProfit software package in and I have been happily using it since then. Trending Tags.