How can I view and export all the transactions present in one portfolio in MProfit?

Modified on Thu, 25 Apr 2024 at 07:42 PM


In this tutorial, we will explain how you can view and export all transactions that have been imported or added to a single portfolio in MProfit. 


Additionally, you will also learn how to download these transactions for each portfolio using the CSV export feature. Here's how


Step 1: Login to your MProfit account and choose the portfolio that you wish to view.


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Step 2: Navigate to the Actions tab.


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Step 3: Select the View All Transactions option from the drop-down list.


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Step 4: You can apply filters based on your requirements.


Once you have set the filters, click on Export to CSV.


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Step 5: Alternatively, you can generate a report by navigating to the Reports tab.


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Step 6: In the next window, click Transactions.


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Step 7: Click on Stock Transactions.


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Step 8: Once there, click on Generate Report.


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Step 9: Now, select the Period.


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Step 10: Choose the desired period from the drop-down list.


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Step 11: Finally, click Generate Report.


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This is how you can seamlessly view and export stock transactions in a single portfolio on MProfit!


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