Importing your F&O transactions from Angel Broking

Modified on Fri, 27 Nov 2020 at 10:51 PM

TABLE OF CONTENTS

  1. Import your historical Angel Broking F&O transactions

    This is important for computing accurate Realised Profit/Loss.

  2. Set up auto-import for your daily Angel Broking contract note

    This will ensure that your daily trade data is auto-updated in MProfit. 


1. Import your historical Angel Broking F&O transactions


To get your historical stock transactions in one file from Angel Broking, you can request the Date-wise Trade Summary Report from Angel Broking. Once you receive this report, you can directly import this report to MProfit.


Below is a sample image of this report:



Please follow the steps below to import the same into MProfit:

  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:

    Angel Broking - Trade Report

    In the search results, click on the Angel Broking - Trade Report (F&O) template for F&O, as displayed in the below screenshot:




  3. Review the template information. Next, click the Add to My Templates button and then click Continue.

     
  4. Now that this template has been added, select the Angel Broking - Trade Report (F&O) template under the My Templates section.

     


You can now proceed to importing your Angel Broking file: 
Step-wise MProfit import guide (start at Step 5)



2. Set up auto-import for your daily Angel Broking contract note


The Angel Broking Securities daily email contract note contains your daily trades across NSE-EQ, NSE-FO and NSE-Currency.
 

Depending on whether you have already set up auto-forwarding for your Angel Broking daily contract note for Stocks, you can proceed as per the guidance below.


If you HAVE NOT set up auto-import for your daily Angel Broking contract note:

  1. Please follow the steps in this guide.
    (Section 2: Set up auto-import for your daily Angel Broking contract note)

  2. Next, proceed with the steps below.

If you HAVE already set up auto-import for your daily Angel Broking 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:

Angel Broking - Daily


In the search results, click on the Angel Broking - Daily CN (F&O) template, as displayed in the below screenshot below:



3. Review the template information. Next, click the Add to My Templates button and then click Continue.   



4. Next, under My Templates, locate the Angel Broking - Daily CN (EQ) template and click the Template Information button.

Please note this is the EQ Contract Note template for Angel Broking.



5. In the Template Information box, click the Link button. 



6. Add Angel Broking - Daily 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 Angel Broking daily contract note file.





Disclaimer: Any company names and logos used in this document are the property of their respective owners and may be trademarks. MProfit Software Private Limited does not claim proprietary interest in the marks, names & property of others.


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