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

In this tutorial, we will explain how you can import historical F&O 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 F&O to filter out the F&O templates.

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

Step 5: Click on 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.

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.

Step 10: Then click Save.

Step 11: The system will prompt you to provide broker mapping. 

To proceed, click the Map button.

Step 12: 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 13: Type the Name of your broker and click Save. 

Step 14: Confirm the Broker by clicking Save again.

Step 15: Click Continue.

Step 16: Review the transactions listed in the file, then click Confirm Import.

Step 17: You are now done. Click Back to Portfolio.

This is how you can seamlessly import historical F&O transactions of Nuvama Wealth in MProfit!