How can I import contract notes for Traded bonds in MProfit?

In this tutorial, we will explain how you can import contract notes for Traded bonds in MProfit.

Follow the steps below:

Step 1: Login to your MProfit account and click on Import.

Step 2: Click the Search icon beside the import log.

Step 3: Type your broker's name in the search field.

Then, select the equity template for your broker.

Step 4: Click Add to Favourites.

Step 5: Select the broker and click on Upload File.

Step 6: Choose the file, click on Open, then Import.

Step 7: The system will prompt you to set family and portfolio mapping. 

Select the Family from the drop-down list.

Step 8: Select the Portfolio from the drop-down list.

Step 9: Then click Save.

Step 10: The system will prompt you to provide broker mapping. 

To proceed, click the Map button.

Step 11: For the Broker name, click on the dropdown menu.

If your broker is not in the dropdown, add it manually by clicking the (+) sign.

Step 12: Click Save.

Step 13: Click on Continue.

Step 14: Review the transactions in the file. 

Then click Confirm Import.

Step 15: You are now done. Click Back to Portfolio.

This is how you can seamlessly import contract notes for Traded bonds in MProfit!