Updating corporate actions (manually) in bulk with MProfit - Dividend, Bonus, Split, Merger, Demerger

Modified on Mon, 25 Apr 2022 at 12:07 PM

If you need to record corporate actions in MProfit prior to April 1st, 2020, MProfit gives you the facility to enter these details manually in bulk.

The same is the case if your plan is MProfit Free or MProfit Investor+ (please note that MProfit's auto corporate actions feature is available in MProfit Pro or MProfit Advisor plans).

MProfit's bulk corporate action tool (for manual entry) allows you to enter any corporate action details once and auto-apply it to all those portfolios where the corporate action needs to be recorded.

Please follow the steps below to use MProfit's bulk corporate action tool:

1) Please login to your MProfit Cloud account at https://cloud.mprofit.in/.

If you are an MProfit Free / Investor+ / Pro user, click on Tools > Corporate Actions.

If you are an MProfit Advisor user, click on the Advisor Tools > Corporate Actions.

2) Click on Add Manually if you are adding corporate actions prior to 1st April 2016 OR if your plan is MProfit Free or MProfit Investor+.

3) In the Bulk Corporate Action form, select the Asset Class (Stocks / Mutual Funds).

4) Next, select the Corporate Action that you need to add (Bonus / Split / Merger / Demerger / Dividend):

5) On the subsequent screen, proceed to adding the required information for the corporate action, as per the displayed guidance.