Importing your Stock transactions from Sharekhan

TABLE OF CONTENTS

• Import your historical Sharekhan transactions
  
  This is important for accurate Capital Gain and XIRR reporting.
  
  
• Set up auto-import for your daily Sharekhan contract note
  
  This is will ensure your daily trades are auto-updated in MProfit.
  
  

1. Import your historical Sharekhan transactions

To get your historical stock transactions in one file from Sharekhan, you can request the Trade Listing Back-office Excel file from Sharekhan.

To request this report, please contact Sharekhan directly. Once you receive this report by email, you can directly import it 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:
   
   Sharekhan Cash - Trade Listing Backoffice File
   
   In the search results, click on the Sharekhan Cash - Trade Listing Backoffice File (EQ) template for Stocks, 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 Sharekhan Cash - Trade Listing Backoffice File (EQ) template under the My Templates section. 

You can now proceed to uploading & importing your file:

Step-wise MProfit import guide (start at step 5 in this guide) 

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

MProfit lets you set up an auto-forwarding rule in your email for the daily digital contract note file that you receive from Sharekhan.

This will allow your daily contract notes to be automatically uploaded to your MProfit account.

Please follow the steps below to set up auto-import for your contract note:

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: Sharekhan - Daily CN
   
   In the search results, click on the Sharekhan - Daily CN (EQ) template for Stocks, as displayed in the below screenshot below:

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

You can now proceed to creating a forwarding rule for your contract note file in your email account.

If you don't want to set up auto-import right now, you can instead upload your file directly in the MProfit application: Step-wise MProfit import guide (start at Step 4)


To set up auto-import for your daily contract note:

4. In your MProfit account, click Import and locate the Sharekhan - Daily CN (EQ) template under My Templates.

5. Once you have located this template, click the Auto-Import button under the template name (see screenshot below).

6. The auto-import window will now appear on the screen (screenshot below). Follow the steps as directed. Start by selecting your email client.

 

7. By following the subsequent auto-import steps as directed on the screen, you will be able to successfully set up auto-import for this contract note.

Once complete, your Sharekhan transactions will now automatically be updated in MProfit on a daily basis. 

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