How to import Stock Historical Transactions from Sharekhan trade listing file in MProfit?

Modified on Fri, 26 Apr 2024 at 09:37 PM


In this tutorial, we will explain how you can import Stock Historical Transactions from Sharekhan trade listing file in MProfit.


Follow the steps below:


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


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


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Step 3: Type Sharekhan and click Stocks to filter out the equity templates.


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Step 4: For historical data, choose Sharekhan Cash - Trade Listing Backoffice File


Follow these steps to download the trade listing file from the back office login.


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Remember, once you download the file in Excel, save it again in CSV format. 


Step 5: Click Add to Favorites.


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Step 6: Select the template and click Upload File.


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Step 7: To import a file, first, you need to locate it on your device.

Once you have found it, select the file and then click the Open and Import button.


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Step 8: The system will prompt you to set family and portfolio mapping. 


Select the Family from the drop-down list.


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Step 9: Select the Portfolio, then click Save.


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


To proceed, click the Map button.


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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.



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Step 12:
Enter the broker name and click Save.


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Step 13: Confirm the Broker by clicking Save again.


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Step 14: Click Continue.


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Step 15: Review the transactions listed in the file, then click Confirm Import.


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Step 16: You are now done. Click Back to Portfolio.


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This is how you can seamlessly import Stock Historical Transactions from Sharekhan trade listing file in MProfit!


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