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How do I import an Excel file from Motilal Oswal

edited August 2014 in General
Motilal Oswal provides an Excel file that you can use to import your transactions into MProfit. The instructions below will show you how to download the file from the Motilal Oswal website. 

2. Once you login, look for the heading Equity Reports 
3. Select Datewise Scripwise 
4. Select NSE-BSE for the segment (or FNO for that segment) 
5. Click on generate 
6. Select Excel as the report format and click on the "Export" link and download the file to your computer
7. In Excel use the "Save As" option and select CSV (comma separated variables) and then save the file
8. Select the "Motilal Oswal - Excel" template in MProfit to import (or select Motilal Oswal - Excel" from the F&O list) 

Important Note: You will have to map "Equity - Transaction Register" to Motilal Oswal as your broker since the name Motilal Oswal does not appear in the Excel file
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