How can I get my historical equity trades from Motilal Oswal?

Modified on Thu, 13 Jun at 6:07 PM

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.


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


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Step 3: Type Motilal and click Stocks to filter out the equity templates.


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Step 4: For historical data, select Motilal Oswal -  BizOps Trade Details


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


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Step 12: You are now done. Click Back to Portfolio.


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This is how you can seamlessly import Stock Historical Transactions from Motilal Oswal BizOps file in MProfit!


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