In this tutorial, we will explain how you can manually add your Mutual Funds in MProfit.
To do so, follow the steps below:
Step 1: Login to your MProfit account and select the desired portfolio.
Step 2: Next, click the (+) icon.
Step 3: Select Add Transaction from the drop-down list.
Step 4: Select Mutual Funds for the Asset Class.
Step 5: Now, click Select.
Step 6: In the next window, enter the purchase Date.
Step 7: Enter the MF Name.
If you're making a mutual fund transaction for the first time, select the (+) icon for that specific mutual fund.
Step 8: Now, Select the Asset.
Step 9: Enter the Folio No and click Save.
Step 10: In the following window, enter the Quantity.
Step 11: Enter the NAV, Net Amount, Stamp Charges and Gross Amount.
Finally, click Save.
This is how you can manually add your Mutual Funds in MProfit!
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article