How to import F&O Historical Transactions from Sharekhan trade listing file in MProfit?

Modified on Tue, 02 Apr 2024 at 11:47 PM


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.


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


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Step 3: Type Sharekhan in the search field. 


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


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


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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.


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Step 6: Select the template and click Upload File.


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


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


Select the Family from the drop-down list.


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Step 9: Select the Portfolio, then click Save.


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


To proceed, click the Map button.


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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.


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Step 12: Click Save.


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Step 13: Confirm the Broker by clicking Save again.


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Step 14: Click Continue.


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


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


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