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Knowledge base
MProfit Cloud
Getting Started
7
What files can I import 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, F&O and Bond 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 Winman tax filing software 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
MProfit Tutorials
Stocks / Equities
16
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 import in MProfit
Viewing stock transaction details in MProfit
See all 16 articles
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
See all 13 articles
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
See all 9 articles
F&O
1
Linking Stock and F&O templates to import common contract notes in MProfit
NPS
3
How to auto-update NPS transactions and current value 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
See all 6 articles
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?
See all 8 articles
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
0
NCD / Debentures
4
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?
Deposits / Loans
2
Adding Deposits/Loans transactions in MProfit
Adding Interest/Other Income for Deposits/Loans
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
Broker-wise Import Guides
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
1
Importing your Stock transactions from Edelweiss Broking
Motilal Oswal
1
Importing your Stock transactions from Motilal Oswal
To be Deleted
Traded Bonds / Sovereign Gold Bonds
0
General Information
Corporate Actions (Merger/Demerger/Split)
0