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Knowledge base
MProfit Cloud
Getting Started
5
How do I import my Stock investments to MProfit?
How do I import my Mutual Fund investments to MProfit?
How do I get my historical trade data from my broker?
How do I set up Auto-import for my trade file?
How do I import my F&O data to MProfit?
Reports
3
Capital Gains report in Income Tax Return format with ISIN numbers
Capital Gains report in Winman tax filing software format
Capital Gains report in Cleartax Format
Managing your Account
2
Adding add-on users to your MProfit account
How do I make payment using Razorpay or UPI App for my MProfit Subscription?
Premium Features
5
What is the MProfit Advisor - PMS Pack?
What is the MProfit Advisor - Premium Pack?
Add your branding with logo in MProfit
What is the MProfit Pro - Premium Pack?
What is the MProfit Pro - PMS Pack
Goal, Strategy & Smallcase Tracking
7
What is Strategy / Goal tracking in MProfit?
Step-wise guide to Goal & Strategy Tracking in MProfit
How to create a Goal / Strategy portfolio in MProfit?
How to add my trades to Goals & Strategies in MProfit?
How to track my Smallcases in MProfit?
View all 7
MProfit Tutorials
Stocks / Equities
21
Entering date-wise opening balances of stocks
Adding stock transactions manually in MProfit
How to auto-apply corporate actions for Stocks in my portfolio?
Editing/Deleting stock contract notes import in MProfit
Viewing stock transaction details in MProfit
View all 21
Mutual Funds
13
Request & import your Mutual Fund CAS from CAMSOnline
Viewing MF transaction details in MProfit
Adding MF transactions manually in MProfit
Editing/Deleting a mutual fund transaction in MProfit
Adding an MF dividend payout transaction in MProfit
View all 13
Traded Bonds
9
Adding Traded Bond transactions in MProfit
Transferring Traded bond Transaction Charges to Purchase & Sale Amounts in MProfit
Computing capital gains for sovereign and other bonds
How to transfer Traded Bond assets to another portfolio
Importing Traded Bond transactions with contract notes or other files
View all 9
F&O
1
Linking Stock and F&O templates to import common contract notes in MProfit
NPS
3
How to import & track your NPS investments in MProfit?
How to Download NPS Transaction Statement (Tier I) from NSDL
Adding NPS transactions manually in MProfit
ULIP
6
Adding ULIP transactions in MProfit
How to add Premium/Withdrawal for ULIPs
How to set Current value for ULIPs in MProfit?
How to edit the name of a ULIP asset in MProfit
Transferring ULIP assets to another portfolio
View all 6
Insurance
8
Adding Insurance transactions in MProfit
How to add Premium/Withdrawal for Insurance assets
Adding Bonus Accrued/Bonus Payout and Other Income for Insurance assets
Transferring Insurance assets to another portfolio
How to add Gift entry for an Insurance in MProfit?
View all 8
Private Equity
3
Adding Private Equity transactions in MProfit
How to set Current Price for Private Equity assets in MProfit?
How to edit the name of a Private Equity asset in MProfit
FDs
3
Adding FD transactions in MProfit
Adding Interest/Withdrawal entry in MProfit
Editing Asset name of FD's in MProfit
AIFs
4
Adding AIF Transactions in MProfit
How to add Contribution, Drawdown and Distribution of Income of AIF Products in MProfit
How to update Current Value for AIF products and get XIRR in MProfit
How Financial Advisors manage AIF products and update Current Values
NCD / Debentures
6
Adding NCD/Debenture transactions in MProfit
Adding Interest/Other Income for NCD/Debenture
Editing Asset name of NCD/Debenture in MProfit
How to set Current Price for NCD/Debenture in MProfit?
How to Add Bonus Debentures
View all 6
Deposits / Loans
3
Adding Deposits/Loans transactions in MProfit
Adding Interest/Other Income for Deposits/Loans
How to manage Recurring Deposit (RD) in MProfit?
PPF / EPF
2
Adding PPF/EPF transactions in MProfit
Adding Interest for PPF/EPF in MProfit
Post Office
2
Adding Post Office transactions in MProfit
Adding Interest/Other Income for Post Office
Gold / Silver
2
Adding Gold transactions in MProfit
How to set Current Price for Gold in MProfit?
Jewellery
0
Loans / Liabilities
0
Reconciliation Module
5
How to reconcile your data with MProfit's Recon Module?
How to reconcile MProfit data with Karvy AUM File MSFD203
How to reconcile MProfit data with the CAMS AUM file - WBR22
How to reconcile your Mutual fund holdings with CAMS CAS statement
How to reconcile your stock holdings with the NSDL eCAS statement
Import Guides
Zerodha
5
Import Equity trade data from Zerodha
Get your historical equity trades from Zerodha
Import Mutual Fund trade data from Zerodha Coin
Import F&O trade data from Zerodha
Get your historical F&O trades from Zerodha
ICICI direct
4
Import Equity trade data from ICICI direct
Get your historical equity trades from ICICI direct
Import F&O trade data from ICICI direct
Get your historical F&O trades from ICICI direct
HDFC Securities
4
Import Equity trade data from HDFC Securities
Get your historical equity trades from HDFC Securities
Import F&O trade data from HDFC Securities
Get your historical F&O trades from HDFC Securities
Upstox
4
Import Equity trade data from Upstox
Get your historical equity trades from Upstox
Import F&O trade data from Upstox
Get your historical F&O trades from Upstox
Angel One
2
Importing your Stock transactions from Angel Broking
Importing your F&O transactions from Angel Broking
Sharekhan
2
Importing your Stock transactions from Sharekhan
Importing your F&O transactions from Sharekhan
Kotak Securities
0
Motilal Oswal
1
Importing your Stock transactions from Motilal Oswal
Edelweiss Broking
2
Importing your Stock transactions from Edelweiss Broking
Importing your F&O transactions from Edelweiss Broking
Shah Investor's
0
ICICI Bank Wealth Management
1
Import your ICICI Bank Wealth Management Mutual Fund Transactions to MProfit
Other
1
How do I import my Moneycontrol stock portfolio to MProfit?
To be Deleted
Traded Bonds / Sovereign Gold Bonds
0
General Information
Corporate Actions (Merger/Demerger/Split)
1
Demerger - Amalgamation of Meghmani Organics
daily responses
solutions
0
