How to migrate my existing Goal / Strategy data to MProfit?

Modified on Sat, 22 Jan 2022 at 03:59 PM

If you have already been maintaining your strategies & goals transaction-wise in Excel sheets, you can copy this data into MProfit's Excel templates and import them directly to MProfit.

This option is available for both Stock and Mutual Fund transactions and allows you to upload data for multiple MProfit portfolios in one go.

However, please note that this option is only applicable if you want to migrate existing Strategy / Goal data from Excel to MProfit.

If you are assigning Goals / Strategies for the first time, we recommend Options 1 or 2 above, instead.


If you do choose this option, download the Excel templates for populating your Goal/Strategy data (links provided below). Please make sure to copy-paste the data from Excel sheets into the respective columns.

For Stocks:

Download this Excel to populate your data:

Template name in MProfit: MProfit Strategy & Goal - Stocks

For Mutual Funds:

Download this Excel to populate your data:

Template for importing to MProfit: MProfit Strategy & Goal - Mutual Fund


If you use this option, you will be required to do a one-time step of portfolio mapping so that MProfit assigns your transactions to the correct Strategy & Goal portfolios.

Once this step is done, you can preview & complete the import of your Goals/Strategies.

Please note that Price and Quantity data in the Excel file must exactly match the imported transactions in MProfit. Otherwise, MProfit will not be able to map the transactions to their intended Goals / Strategies.

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