TABLE OF CONTENTS



1. Import your historical Upstox F&O transactions


Please note that if you have already downloaded your Trade Report file from your Upstox login, you can skip Steps 1 to 4 below and proceed straight to Step 5:

Follow the steps below to download the Upstox Trade Report 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 Trade option.


  5. From the Report tab, select Financial year or choose custom period. 

    Click on Get Report.

     
  6. Once the report is generated, click on xlsx to export the report.

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

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

    Upstox - Trade Report (New)

    In the search results, click on the Upstox - Trade Report (New) - F&O template:



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

     
  10. Next select the Upstox - Trade Report (New) - F&O template and proceed to uploading your Upstox trade report:
     
    Step-wise MProfit import guide (start at Step 5)





2. Set up auto-import for your daily Upstox Contract Notes


The Upstox daily email contract note contains your daily trades across BSE-EQ, NSE-EQ, BSE-FO NSE-FO and NSE-Currency.
 

Depending on whether you have already set up auto-forwarding for your Upstox daily contract note for Stocks, you can proceed as per the guidance below.


If you HAVE NOT set up auto-import for your daily Upstox contract note:

  1. Please follow the steps in this guide (Start at Section 2: Set up auto-import for your daily Upstox contract note)

  2. Once you have set up auto-import for your daily contract note as per the guide linked above, proceed with the steps below.

If you HAVE ALREADY set up auto-import for your daily Upstox contract note:

Please follow the steps below:

  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 (F&O) template, as displayed in the below screenshot below:

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

     
  4. Next, under My Templates, locate the Upstox / RKSV Securities - Daily CN (EQ) template and click the Template Information button.

    Please note this is the EQ Contract Note template for Upstox.

     
  5. In the Template Information box, click the Link button.

     
  6. Add Upstox / RKSV Securities - Daily CN (F&O PDF) - Latest as the Linked Template.

     
  7. Finally, click Save, and now you are done.

MProfit will now start importing both Stocks and F&O transactions from your Upstox daily contract note file.




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