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How do you calculate number of portfolios in MProfit for licensing purposes?

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  • How do you calculate number of portfolios in MProfit for licensing purposes?

    • MProfit Investor has a limit of 16 portfolios (which includes portfolios in PMS & Accounting)
    • MProfit Pro has a limit of 50 portfolios (which includes portfolios in PMS, F&O & Accounting)
    • MProfit Advisor has a limit as per the respective plan, such as Advisor 100, 200 & 500

    Let's use the Mehta family as an example:

    PMS Portfolios:
    Mr. Mehta
    Mrs. Mehta
    Aarti Mehta

    F&O Accounts:
    Mr. Mehta
    Mrs. Metha

    Accounting:
    Mr. Mehta
    Mrs. Mehta

    In the above case, the total portfolio count will be considered as 7 (seven).
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