How can I import my historical Equity trade data from Nuvama Wealth?

In this tutorial, we will explain how you can import historical stock transactions of Nuvama Wealth 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 Nuvama and click Stocks to filter out the equity templates.

Step 4: For the historical report, select Nuvama Wealth (Edelweiss Broking) - Transaction History Report.

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Step 5: Click Add to Favorites. 

Step 6: Select the template and click Upload File. 

Step 7: To import a file, first, you need to locate it on your device.

Once you have found it, select the file and then click the Open and Import button.

Family and Portfolio Mapping

Step 1: The system will prompt you to set family and portfolio mapping. 

Select the Family from the drop-down list.

Step 2: Select the Portfolio.

Step 3: Then click Save.

Asset Mapping

Step 1: The system will prompt you to provide asset mapping. 

To proceed, click the Map button.

Step 2: Type the Name in File.

Select the Asset from the drop-down list.

Then click Save.

Broker Mapping

Step 1: The system will prompt you to provide broker mapping. 

To proceed, click the Map button.

Step 2:  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 3: Click Save.

Step 4: Confirm the Broker by clicking Save again.

Step 5: Click Continue.

Step 6: Review the transactions listed in the file, then click Confirm Import.

Step 7: You are now done. Click Back to Portfolio.

This is how you can seamlessly import historical stock transactions of Nuvama Wealth in MProfit!