TABLE OF CONTENTS




Introduction


MProfit can import Stocks data from over 700+ brokers.


Trading of stocks in India is a fragmented business with hundreds of brokers. Investors receive their digital transaction files from different brokers in disparate formats, in turn presenting data aggregation challenges for investors.


This is where MProfit can be of help:


By supporting the direct import of files from 700+ brokers & other entities, MProfit is a powerful data aggregator for Indian investors.



What brokers does MProfit support for importing files?


MProfit is the only platform that supports the import of transaction files from over 700+ brokers, registrars & other entities.


While you can easily import files provided by large brokers to MProfit, MProfit also supports importing of transaction files from hundreds of small & medium brokers.


You can search for any broker in the MProfit application.



If you are unable to locate your broker, please email us at support@mprofit.in and let us know. We can take a look at your broker formats to understand if we could support them.



Files you can import to MProfit for Stock transactions


For Stocks, we recommend that you import the following types of files to MProfit:

  • Back-office Trade Book files: To import your historical transactions to MProfit

  • Digital Contract Notes: To auto-import your daily transactions to MProfit

  • PMS Statements: If you invest in stocks via PMS


If you need help importing a file in MProfit, please refer to the Step-wise MProfit import guide.



Digital Contract Notes


Digital Contract Notes are bills provided by your broker, that contain a summary of all your trades including charges for a particular day. 


Here's what a sample contract note looks like:


Importing contract notes to MProfit is a convenient way for you to have your daily stock transactions updated in MProfit.


The best way to upload your contract notes to MProfit is to set up Auto-Import for your files.


You can set up forwarding rules in your email that forward your contract notes directly to your MProfit account. By doing so, your daily trades will be automatically updated in your MProfit account, and your MProfit portfolios will remain auto-updated.


Learn how to set up Auto-Import in MProfit



Back-office Trade Book Files


Trade book files are transaction files (generally in Excel or CSV format) that you can retrieve from your broker's back-office login.


Different brokers might have different names for a trade book file, which essentially is a transaction file that contains your transaction details in for any selected time period.


MProfit lets you import trade book files from hundreds of brokers.


Below is an image of a sample trade book file:



PMS Statements


PMS as an investment strategy is gaining popularity by the day, and we have been working hard to ensure that MProfit users can properly manage their PMS investments in MProfit.


MProfit already supports import for PMS statements across many different providers.


If you are unable to find your PMS template in the MProfit application, you can contact us at support@mprofit.in. We'll try our best to add import support for your file.