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How do I import from the Value Research website?

edited March 2013 in General

You can import all your stock and mutual fund transactions from your Value Research Online via the Excel sheet they provide.

Download sample file -> http://www.mprofit.in/import/vro-sample.xls

1. Login to your account at http://www.valueresearchonline.com/
2. Click on My Portfolio 
3. Select the portfolio for which you want to import your transactions 
4. Click Transactions History 
5. Click the "Export to Excel" and save the file
6. Open the file in Excel and save as "Excel 97-2003" format.
7. Open MProfit and import using the Value Research Online template 

Note: Bonus and Rights transactions will be imported, however other corporate action transactions like Split, Merger, Demerger will not be imported. You will need to add these transactions manually.

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