How to import historical F&O transactions of Nuvama Wealth in MProfit?

Modified on Thu, 04 Apr 2024 at 07:29 PM


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.


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


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Step 3: Type Nuvama and click F&O to filter out the F&O templates.


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


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Step 5: Click on Add to Favorites


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Step 6: Select the template and click Upload File

 

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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.


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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.


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Step 10: Then click Save.


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


To proceed, click the Map button.


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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.


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


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Step 14: Confirm the Broker by clicking Save again.


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Step 15: Click Continue.


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


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


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


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