TABLE OF CONTENTS
- What brokers does MProfit support for importing files?
- Files you can import to MProfit for Stock transactions
- Digital Contract Notes
- Back-office Trade Book Files
- PMS Statements
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 email@example.com 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.
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 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 firstname.lastname@example.org. We'll try our best to add import support for your file.