Portfolio Management With Mprofit: A Comprehensive Guide

Transform your portfolio management skills with MProfit and gain mastery over assets, analytics, and derivatives!

What you'll learn

The fundamentals of various asset classes and their role in portfolio management.

Importing and managing data in MProfit for seamless portfolio updates.

Generating and analyzing comprehensive reports to track performance.

Utilizing derivatives for hedging and enhancing portfolio returns.

Applying option pricing models and understanding their real-world applications.

Requirements

Basic understanding of financial concepts and investments. Access to the MProfit software for hands-on learning. A desire to improve portfolio management skills.

Description

Introduction:This course is designed to provide a thorough understanding of portfolio management using the MProfit software. Whether you’re a novice or a seasoned investor, you’ll learn to manage diverse asset classes, import and analyze data efficiently, and leverage derivatives and pricing models for strategic decision-making. With a structured approach, this course ensures you can optimize returns and minimize risks in your portfolio.Section 1: Exploring Asset ClassesDiscover the fundamental building blocks of portfolio management by exploring a variety of asset classes. Learn about stocks, mutual funds, and income-generating assets like bonds, fixed deposits, and loans. Dive into alternative investments like gold, real estate, and art, and understand the unique role insurance and private equity play in portfolio diversification.Section 2: Importing Data into MProfitMaster the process of importing data into MProfit to ensure seamless integration of your financial records. From CAMS mutual fund data to bond transactions, this section walks you through manual entries, equity broker contracts, and trade reports. Learn to overcome data import challenges and maximize the software’s potential.Section 3: Data Analytics and Report GenerationLeverage MProfit’s advanced analytics to generate insightful reports. This section covers portfolio summaries, transaction details, realized and unrealized gains, and returns analysis. Equip yourself with tools to make informed investment decisions through comprehensive analytical options.Section 4: Working with Derivatives in MProfitExplore the derivative market with MProfit’s robust features. Learn about options, hedging strategies, and pricing models like bear spreads. This section also delves into margin calculations and trading strategies to enhance your portfolio's resilience and profitability.Section 5: Understanding Option Pricing ModelsDive deep into option pricing models, trading margins, and payoff structures. Grasp forward contracts and strategies for hedging risks effectively, ensuring your portfolio is prepared for market fluctuations.Section 6: Conclusion and Portfolio OptimizationConclude your journey by revisiting key learnings. Update portfolio prices, review strategies, and refine your approach to portfolio management with MProfit’s extensive capabilities. This section ensures you’re equipped to manage and grow your investments confidently.This course empowers you to harness the full potential of MProfit for managing diverse investments. By the end of the course, you will have the skills and confidence to analyze assets, leverage derivatives, and generate insightful reports that drive financial success.

Overview

Section 1: Asset Classes

Lecture 1 Asset Stocks

Lecture 2 Continue on Asset Stocks

Lecture 3 Income for Asset

Lecture 4 Mutual Fund

Lecture 5 Continue on Mutual Fund

Lecture 6 Asset Master - Mutual Funds

Lecture 7 Unit Linked Insurance Plan

Lecture 8 Continue on ULIP

Lecture 9 Private Equity

Lecture 10 FD's Category

Lecture 11 Traded Bonds

Lecture 12 NCD and Debenture

Lecture 13 Deposits and Loan

Lecture 14 PPF and EPF

Lecture 15 Gold, silver Assets

Lecture 16 Properties

Lecture 17 Art Asset

Lecture 18 Insurance Asset

Section 2: Importing data into MPROFIT

Lecture 19 Importing CAMS MF Data into Mprofit

Lecture 20 Trying to Import Bond Data

Lecture 21 Import not Possible

Lecture 22 Manual Entry and Verification

Lecture 23 More Details on Manual Entry and Verification

Lecture 24 Import options in Equity

Lecture 25 Equity Broker Contracts Notes

Lecture 26 Continuation of Import options in Equity

Lecture 27 Equity Trade Report

Lecture 28 Five Options Available Under Reports Menu

Lecture 29 Bond Transactions

Section 3: MPROFIT Report Data and Analytics

Lecture 30 Data Entry for Report Generation

Lecture 31 Analytical Portfolio Summary Option

Lecture 32 More Details on Analytical Portfolio Summary Option

Lecture 33 Analytical Transactions and Accounts option

Lecture 34 Transactions and Accounts Option

Lecture 35 Analytical Transactions and Accounts Detailed Options

Lecture 36 Analytical Return Option

Lecture 37 Advance and Miscellaneous Options

Lecture 38 Analytical Both Realized and Unrealized Gain and Loss

Lecture 39 Analytical only Realized Gain and Loss

Lecture 40 Realized and Unrealized - Equity MF

Section 4: Derivatives In MPROFIT

Lecture 41 Derivative Market

Lecture 42 Spot and Forward Quotes INR/USD

Lecture 43 Objective of Option

Lecture 44 Example of American Long call Option

Lecture 45 Hedging Using Options

Lecture 46 Types of Options Strategies

Lecture 47 Bear Spread Using Puts

Section 5: Option Pricing Models

Lecture 48 Option Pricing Models

Lecture 49 Understand Margins

Lecture 50 Trading Margin Operation Example

Lecture 51 Payoff and Hedging

Lecture 52 Hedging Using Forward Contracts

Section 6: Conclusion

Lecture 53 Opening Portfolio Management

Lecture 54 Update Price

Lecture 55 Mpro Conclusion

Finance Professionals: Looking to streamline portfolio management.,Investors: Seeking to optimize returns and reduce risks.,Students: Aspiring to build a career in investment management.,Anyone: Interested in mastering MProfit and enhancing their financial literacy.