1. Login to MProfit and click Import on the top-right
Login to MProfit at https://cloud.mprofit.in on a web browser and click the Import button at the top-right of the screen.
5. Upload your file in the file drop zone
Next, upload your file in the file drop zone and click the Import button.
6. Set portfolio mappings (ONE TIME STEP)
If this is the first time you are importing this file to MProfit, you will now be directed to the Portfolio Mapping step.
This is a ONE TIME STEP that allows you to map data from your file to your MProfit portfolios.
Map every name in your file to a corresponding portfolio in MProfit.
Once complete, MProfit will retain your portfolio mappings for future imports with this template.
7. Set broker and asset mappings
Broker mapping (ONE TIME STEP, for Stocks only):
If this is the first time you are importing a Stock transaction file, you can create a broker entity in MProfit for this file.
Asset mapping (ONE TIME STEP, for unmapped assets only):
If your file does not contain proper mapping details (BSE Code / NSE Code / ISIN), you can map assets with their corresponding MProfit names (as shown in the screenshot below).
MProfit will retain your asset mappings for future imports with this template.
8. Preview and complete Import
After the mappings are complete, you can preview your transactions for verification. Once you have verified your imported transactions, click Import Selected Records.
9. View your updated portfolios
Your data is now imported. Click Back to Portfolio to view your updated MProfit portfolios.