TABLE OF CONTENTS

  1. Import your historical Upstox transactions

    This is important for accurate Capital Gain and XIRR reporting.
     
  2. Set up auto-import for your daily Upstox contract note

    This will ensure that your daily trades are auto-updated in MProfit.




1. Import your historical Upstox transactions


To get your historical stock transactions in one file from Upstox, you can download the Trade Report Excel statement from your Upstox back-office login. You can directly import this report to MProfit.

Please follow the steps below to download the Upstox Trade Report Excel Statement and import it to MProfit:

  1. Login to your Upstox back-office at https://login.upstox.com/

  2. Once you are logged in, click on your Profile icon.

     
  3. Next, go to Account tab and click on Reports.

     
  4. You will be redirected to new window. From Reports tab, click on the Trade option.

     
  5. From the Report tab, select the Financial Year of your choice or choose a custom period.

    Then, click Get Report.

     
  6. Once the report is generated, click the XLSX option to export the report. 

     

  7. Once downloaded, save the report in CSV format.

  8. Now, login to your MProfit account at https://cloud.mprofit.in

  9. Once logged in, click Import (top-right) and search for the following template:

    Upstox - Trade Report

    In the search results, click on the Upstox - Trade Report (New) - EQ template for Stocks:

     
  10. Next, click the Add to My Templates button and then click Continue.

     
  11. Next, select the Upstox - Trade Report (New) - EQ template and proceed to importing your Upstox trade report file.

    Step-wise MProfit import guide (start at Step 5)




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


MProfit lets you set up an auto-forwarding rule in your email for your daily Upstox contract note. This will allow your daily transactions to be automatically updated in MProfit.


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:

    Upstox / RKSV Securities - Daily CN

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




  3. 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.


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


  4. In your MProfit account, click Import and locate the Upstox / RKSV Securities - 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. You will now see the auto-import window on the screen (screenshot below). Follow the steps as directed on the screen. 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 Upstox contract notes will now automatically be imported to MProfit on a daily basis.  



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