How can I manually add a Mutual Funds in MProfit?

Modified on Tue, 04 Jun 2024 at 09:00 PM


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.


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Step 2: Next, click the (+) icon.


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Step 3: Select Add Transaction from the drop-down list.


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Step 4: Select Mutual Funds for the Asset Class.


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Step 5: Now, click Select.


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Step 6: In the next window, enter the purchase Date.


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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.


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Step 8: Now, Select the Asset.


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Step 9: Enter the Folio No and click Save.


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Step 10: In the following window, enter the Quantity.


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Step 11: Enter the NAV, Net Amount, Stamp Charges and Gross Amount.


Finally, click Save.


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This is how you can manually add your Mutual Funds in MProfit!


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