How can I transfer my current strategy and goal data to MProfit?

Modified on Fri, 03 May 2024 at 07:47 PM


In this tutorial, we will explain how you can transfer your current strategy and goal data to MProfit.

If you have particular investments that are intended to serve a specific purpose, you can keep track of them separately by utilizing the strategy and goal feature.

To do this, you will need to manually allocate the transactions to the appropriate strategy or goal portfolio.

Here is a step-by-step guide to help you through the process:

Step 1: Login to your MProfit account and click the (+) sign.  


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Step 2: Select Add to Strategy/Goal Portfolio from the drop-down list.

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Step 3: Select the desired transaction. 


Then, click the Select Strategy or Goal option.


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Step 4: Select the Portfolio.


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Step 5: Click Save All.


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Step 6: Upon returning to your portfolio, you will find all your holdings.


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Step 7: If you have an Excel sheet with all the necessary information, you can import it into MProfit using a personalized template by clicking on the Import button.


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Step 8: To find the template, click the search icon.


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Step 9: Select MProfit Strategy & Goal - Stocks


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Step 10: Download the Excel sheet by clicking on the blue link and save the template in your favourites by clicking Add to Favourites.


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Step 11: Click Upload File.


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Step 12: Select the file. 


Then click on Open and Import.

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Step 13: The system will now prompt you to Set Family and Portfolio Mapping.

Select the desired Family from the drop-down list.


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Step 14: Then select the Strategy / Goal Portfolio.


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Step 15: Mention the Source Portfolio.


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Step 16: Now, click Save.

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Step 17: After the process is complete, an overview of all transactions from the Excel sheet will be displayed.


Review the transactions and click Confirm Import.

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Step 18: You are now done. Click Back to Portfolio.

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This is how you can seamlessly transfer your current strategy and goal data to MProfit!


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