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 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 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 Reports > Bill Report (please refer to the screenshot below)

     
  3. Next, select the financial year or custom period and click on Go :


  4. Once the report is generated click on Export and select Excel. 
  5. Open the Excel file and save it as "CSV (Comma Delimited)" format.

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

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

    Upstox (RKSV) - Bill Report

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


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

     
  9. Now that this template has been added, select the Upstox (RKSV) - Bill Report (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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