How can I import my historical F&O trade data from Sharekhan?

In this tutorial, we will explain how you can import F&O Historical Transactions from Sharekhan trade listing file in MProfit.

Follow the steps below:

Step 1: Login to your MProfit account and click Import.

Step 2: Click the Search icon beside the import log.

Step 3: Type Sharekhan in the search field. 

To filter all the F&O templates, select the F&O asset class.

Step 4: For historical data, select theSharekhan - Trade Listing Backoffice File template.

Follow the steps provided in the template to request the date listing from the back office. 

Ensure to save the downloaded Excel file in CSV format.

Step 5:  Click Add to Favorites.

Step 6: Select the template and click Upload File.

Step 7: Choose the file, click on Open, then Import.

Step 8: The system will prompt you to set family and portfolio mapping. 

Select the Family from the drop-down list.

Step 9: Select the Portfolio, then click Save.

Step 10: The system will prompt you to provide broker mapping. 

To proceed, click the Map button.

Step 11: For the Broker name, click on the dropdown menu.

If your broker is not in the dropdown, add it manually by clicking the (+) sign.

Step 12: Click Save.

Step 13: Confirm the Broker by clicking Save again.

Step 14: Click Continue.

Step 15: You are now done. Click Back to Portfolio.

This is how you can seamlessly import F&O Historical Transactions from Sharekhan trade listing file in MProfit!