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://console.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 year-wise for every year of historical data you need to import

      (you are able to download contract notes for an entire year in a single file!)

    • Report type: XLSX

    • Trade type: Contract note

      Next, click the Email button .


  4. Now go to your email inbox. You should have received an email from Zerodha with a link to download your contact note report.

    Click the link in your email to download your contract note report from Zerodha:


    REPEAT STEPS 2-4 FOR EACH YEAR OF DATA.

  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. Next, click the Add to My Templates button and then click Continue.

     
  8. Now select the Zerodha - Multi CN (EQ) template and upload the Zerodha contract note reports that you have downloaded from your email inbox.

    Step-wise MProfit import guide 



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 still 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. Once you have set up auto-import for your daily contract note as per the guide linked above, 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. 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 Equity 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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