In this tutorial, we will explain how you can get your historical equity trades from Motilal Oswal 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 Motilal and click Stocks to filter out the equity templates.
Step 4: For historical data, select Motilal Oswal - BizOps Trade Details.
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.
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: Review the transactions listed in the file, then click Confirm Import.
Step 12: You are now done. Click Back to Portfolio.
This is how you can seamlessly import Stock Historical Transactions from Motilal Oswal BizOps file in MProfit!
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