TABLE OF CONTENTS

  1. Import your historical Zerodha transaction data

    This is important for computing accurate Realised Profit/Loss.

  2. Set up auto-import for your daily Zerodha contract note

    This will ensure that your daily trade data is auto-updated in MProfit.



1. Import your historical Zerodha F&O transactions


Please note that if you have already downloaded your month-wise Multi Contract Note reports for all trade types from the Zerodha Console, you can skip Steps 1 to 4 below and proceed straight to Step 5:


  1. Login to your Zerodha Console at https://kite.zerodha.com/

  2. Once you are logged in, click Reports > Download (please refer to the screenshot below)

     
  3. Next, select the options as per the screenshot below:

    • Statement: Contract note

    • Category: Equity (this includes NSE-EQ, NSE-FO and BSE-EQ)

    • Date: Request this file month-wise for every month of historical data you need to import (there is currently a limit of 30 days in this file)

    • Report type: XLSX

    • Trade type: Don't select anything here, as you would need to include all trade types

  4. Next, click the Download button and save the file to your computer.

    REPEAT STEPS 2-4 FOR EVERY MONTH OF DATA YOU NEED TO IMPORT.

  5. Now, login to your MProfit account at https://cloud.mprofit.in

  6. Once logged in, click Import (top-right) and search for the following template:
    Zerodha - Multi CN

    In the search results, click on the Zerodha - Multi CN (F&O) template, as displayed in the below screenshot:


  7. Review the template information. Next, click the Add to My Templates button and then click Continue.

     
  8. Next, select the Zerodha - Multi CN (F&O) template under the My Templates section. 

You can now proceed to uploading & importing your Zerodha historical file: 
Step-wise MProfit import guide (start at Step 5)




2. Set up auto-import for your daily Zerodha contract note


The Zerodha daily email contract note contains your daily trades across NSE-EQ, NSE-FO and BSE-EQ.
 

Depending on whether you have already set up auto-forwarding for your Zerodha daily contract note for Stocks, you can proceed as per the guidance below.



If you HAVE NOT set up auto-import for your daily Zerodha contract note:

  1. Please follow the steps in this guide (Start at Section 2: Set up auto-import for your daily Zerodha contract note)

  2. Next, proceed with the steps below.


If you HAVE ALREADY set up auto-import for your daily Zerodha contract note:


Please follow the steps below:


  1. Login to your MProfit account at https://cloud.mprofit.in.

  2. Once logged in, click Import (top-right) and search for the following template:

    Zerodha - Daily Email CN

    In the search results, click on the Zerodha - Daily Email CN (F&O) template, as displayed in the below screenshot below:


  3. Review the template information. Next, click the Add to My Templates button and then click Continue.


  4. Next, under My Templates, locate the Zerodha - Daily Email CN (EQ) template and click the Template Information button.

    Please note this is the EQ Contract Note template for Zerodha.

     
  5. In the Template Information box, click the Link button.

     
  6. Add Zerodha - Daily Email CN (F&O PDF) - Latest as the Linked Template.
     
  7. Finally, click Save, and now you are done.

    MProfit will now start importing both Stocks and Equity F&O transactions from your daily Zerodha contract note file.



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