MProfit Help Center

To get your mutual fund transactions in one file from Zerodha, you can download a mutual fund tradebook from your Zerodha Console. You can directly import this statement to MProfit.

1. Login to your Zerodha Console : https://console.zerodha.com/
   
   
2. Once logged go to Reports > Tradebook.
   
   

   
   

    
3. Now choose the options as per the screenshot below:
   
    
   Select segment: Mutual Fund.
   
   Choose the date range, as per your requirement.
   
   Click on the blue arrow to generate the report.
   
   
4. Once the report is generated, click the Download: XLSX button to export the report in Excel format.
   
    
   
   
5. Now, login to your MProfit account at https://cloud.mprofit.in
   
   
6. Once logged in, click Import (top-right) and search for the following template:
   
   Zerodha Tradebook
   
   In the search results, click on the Zerodha Tradebook - Mutual Fund (MF) template for mutual funds, as displayed in the below screenshot:
   
    
   
   
7. Next, click the Add to My Templates button and then click Continue.
   
    
   
   
8. Finally, select the Zerodha Tradebook - Mutual Fund (MF) template and upload your Mutual Fund Tradebook file.