1. Login to MProfit and click Import on the top-right
3. Add your template to My Templates
4. Under My Templates, select your template
Under the My Templates section, select the template you just added.
The selected template will now be assigned as your current template.
5. Upload your file in the file drop zone
Next, upload your file in the file drop zone and click the Import button.
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 this file to your MProfit portfolios.
Once your mappings are complete, MProfit will retain your mappings for every future import to this template.
7. Set broker and asset mappings (one time step, only if applicable)
Broker mapping (for Stocks only):
If this is the first time you are importing this file, this is a one time step whereby you can create a broker entity for this file in MProfit.
Click the + (Add New) button (see below screenshot), enter broker details and then map the current import to this broker entity.
Asset mapping (for any unmapped asset only):
If the file you are importing does not contain proper mapping details (such as BSE/NSE Code or ISIN), there might be assets in your file that will not get auto-mapped in MProfit.
For such assets, you can simply map them to their existing names in MProfit by searching for the asset by name (as shown in the screenshot below):
This is only a one time step, after which the asset mappings will be retained for every future import to this template.
8. Preview your imported transactions and import them
Once you have completed the mappings, you can preview your transactions for verification, before importing them to your portfolios.
Once you have previewed your imported transactions, confirm the import by clicking Import Selected Records.
9. View your updated portfolios
Click Back to Portfolio to view your updated MProfit portfolios.
You are now done!