How to generate Charges Report for Stocks in MProfit?

Modified on Fri, 29 Sep 2023 at 03:12 PM

To access and generate charges report for stocks in your MProfit individual portfolio summary, follow the steps mentioned below:

1. On your MProfit individual portfolio summary screen, locate the Reports tab. 

2. Within the Reports section, navigate to the Transactions category. 

3. Select Contract Note Charges to access the relevant options.

4. Once you are on the Contract Note Charges page, you will find a button labelled Generate ReportClick on this button to proceed with generating the report.

6. A window will appear where you can choose the desired period for the report. Select the appropriate period, and then click on the Generate Report button to initiate the report generation process.

By following these steps, you will be able to generate charges report for stocks for your MProfit individual portfolio summary.

Need help?

If you have followed the steps above but are unable to generate Charges Report for Stocks in MProfit, contact our support team and we will be happy to guide you with your MProfit setup.

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