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 Bill Details CSV statement from your Upstox back-office login. You can directly import this report to MProfit.

Please follow the steps below to download the Upstox Bill Details Excel Statement and import it to MProfit:

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

  2. Once you are logged in, click Bill > Bill Details (please refer to the screenshot below)

     
  3. Next, select the options as per the guidance below:


    • Company: All Exchanges

    • Year: Use this filter only if you wish to request the file year-wise. For example, if the FY is 20-21, select "2021" and if the FY is 18-19, select "1819".

      If you wish to request data since inception till date, use the Start Date and End Date filters, as explained below.

    • Group Name: All Group

    • Set No: Keep it blank

    • Start Date and End Date: Select the time period for which you would like to include transactions in the file

      Our recommendation is to request this file since the inception of your Upstox account till the current date.

    • Start Code: Enter your client code (this should already be populated)

    • Scrip Code: Keep it blank

    • View Type: Keep this as default - Client-Date wise.

  4. Next, click the Go button. Once the data is displayed, scroll down at the bottom of the screen and click on Export to CSV button.

    Your file should now be downloaded to your computer.



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

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

    Upstox / RKSV Securities - Bill Details

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



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

     
  8. Now that this template has been added, select the Upstox / RKSV Securities - Bill Details (EQ) template under the My Templates section. 




You can now proceed to uploading & importing your Upstox historical files: 
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 the daily digital contract note file that you receive from Upstox. This will allow your daily transactions to be automatically updated in your MProfit portfolios.


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. 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 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 transactions will now automatically be updated in MProfit on a daily basis.  



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