MProfit Help Center

Getting Started 7

• What files or statements can be imported to MProfit?
• Importing a file in MProfit: step-by-step guide
• Request & import your Mutual Fund CAS from CAMSOnline
• How can I import my Stock transactions to MProfit?
• Updating your opening balances in MProfit

See all 7 articles

Reports 3

• Capital Gains report in Income Tax Return format with ISIN numbers
• Capital Gains report in Tax filing software Winman format
• Capital Gains report in Cleartax Format

Managing your Account 2

• How to delete MProfit cloud account permanently?
• Adding add-on users to your MProfit account

For Advisors 2

• What is the MProfit Advisor Premium Pack?
• Add your branding in MProfit by uploading your logo

Stocks / Equities 15

• Importing a broker's digital contract note for stock transactions
• Entering date-wise opening balances of stocks
• Adding stock transactions manually in MProfit
• Editing/Deleting stock contract notes importe in MProfit
• Viewing stock transaction details in MProfit

See all 15 articles

Mutual Funds 12

• 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

See all 12 articles

F&O 1

• Linking Stock and F&O templates to import common contract notes in MProfit

NPS / ULIP 0

Insurance 0

Private Equity 0

FDs 0

AIFs 0

NCD / Debentures 0

Deposits / Loans 0

PPF / EPF 0

Post Office 0

Gold / Silver 0

Jewellery 0

Loans / Liabilities 0

Angel Broking 2

• Importing your Stock transactions from Angel Broking
• Importing your F&O transactions from Angel Broking

HDFC Securities 0

ICICIDirect 2

• Importing your Stock transactions from ICICIDirect
• Importing your Equity F&O transactions from ICICIDirect

Upstox / RKSV Securities 2

• Importing your Stock transactions from Upstox / RKSV Securities
• Importing your F&O transactions from Upstox / RKSV Securities

Zerodha 2

• Importing your Stock transactions from Zerodha
• Importing your F&O transactions from Zerodha

Other 0

Kotak Securities 0

Sharekhan 0

Edelweiss Broking 0

Traded Bonds / Sovereign Gold Bonds 0