How to import Stock Historical Transactions from Motilal Oswal BizOps file in MProfit?

In this tutorial, we will explain how you can import Stock Historical Transactions from Motilal Oswal BizOps file 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!