Importing your Stock transactions from Motilal Oswal

Modified on Fri, 27 Nov 2020 at 01:01 AM

TABLE OF CONTENTS

  1. Import your historical Motilal Oswal transactions

    This is important for accurate Capital Gain and XIRR reporting.

  2. Set up auto-import for your daily Motilal Oswal contract note

    This is will ensure your daily trades are auto-updated in MProfit.


1. Import your historical Motilal Oswal transactions


To get your historical stock transactions in one file from Motilal Oswal, you can download the Transaction Statement from your Motilal Oswal back-office login. You can directly import this report to MProfit. 


Please follow the steps below to download the Motilal Oswal Transaction Statement in Excel format and import it to MProfit:

  1. Login to your Motilal Oswal back-office at https://invest.motilaloswal.com/

  2. Once you are logged in, click Portfolio > Detailed Reports (please refer to the screenshot below).

     
  3. Next, click Transaction > Equity.

     
  4. Next, select the Family and Client.

    Then choose the Period and click on Go.

     
  5. Once the report is displayed, click on Excel icon (as shown in the image above) to save the report in excel format.

  6. Now, login to your MProfit account at https://cloud.mprofit.in

  7. Once logged in, click Import (top-right) and search for the following template:

    Motilal Oswal - Transaction Details

    In the search results, click on the Motilal Oswal - Transaction Details (EQ) template for Stocks, as displayed in the below screenshot:


     
  8. Review the template information. Next, click the Add to My Templates button and then click Continue.


  9. Now that this template has been added, select the Motilal Oswal - Transaction Details (EQ) template under the My Templates section.

     


You can now proceed to uploading & importing your Motilal Oswal historical files: 
Step-wise MProfit import guide (start at Step 5)



2. Set up auto-import for your daily Motilal Oswal contract note


MProfit lets you set up an auto-forwarding rule in your email for the daily digital contract note file that you receive from Motilal Oswal. This will allow your daily transactions to be automatically updated in your MProfit portfolios.


Please follow the steps below to set up auto-import for your contract note:


  1. Login to your MProfit account at https://cloud.mprofit.in

  2. Once logged in, click Import (top-right) and search for the following template:

    Motilal Oswal - Daily CN

    In the search results, click on the Motilal Oswal - Daily CN (EQ) template for Stocks, as displayed in the below screenshot below:



  3. Review the template information. Next, click the Add to My Templates button and then click Continue.


    You can now proceed to creating a forwarding rule for your contract note file in your email account,

    If you don't want to set up auto-import right now, you can instead upload your file directly in the MProfit application:

    Step-wise MProfit import guide (start at Step 4)

    To set up auto-import for your daily contract note:
     


  4. In your MProfit account, click Import and locate the Motilal Oswal - Daily CN (EQ) template under My Templates.

  5. Once you have located this template, click the Auto-import button under the template name (see screenshot below).

  6. You will now see the auto-import window on the screen (screenshot below). Follow the steps as directed on the screen. Start by selecting your email client.

  7. By following the subsequent auto-import steps as directed on the screen, you will be able to successfully set up auto-import for this contract note.


Once complete, your Motilal Oswal transactions will now automatically be updated in MProfit on a daily basis.  




Disclaimer: Any company names and logos used in this document are the property of their respective owners and may be trademarks. MProfit Software Private Limited does not claim proprietary interest in the marks, names & property of others.




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