How can I import Mutual Funds from Zerodha Coin to MProfit?

Modified on Fri, 26 Apr 2024 at 05:07 PM


In this tutorial, we will explain how you can import Mutual Fund trade data from Zerodha Coin in MProfit.


Follow the steps below:


Step 1: Login to your MProfit account and click Import.


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Step 2: Click the Search icon beside the import log.


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Step 3: Type Zerodha in the search field.


To filter all the Mutual Fund templates, select the MF asset class.



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Step 4: For historical data, select  Zerodha Coin - Order History.


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Step 5: Click Add to Favorites.


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Step 6: Once you have added the file to your favourites, click the Upload File button.


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Step 7: To import a file, first, you need to locate it on your device.

Once you have found it, select the file and then click the Open and Import button.


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Mapping Family and Portfolio


Step 1: The system will prompt you to set family and portfolio mapping. 


Select the Family from the drop-down list.


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Step 2: Select the Portfolio, then click Save.



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Please keep in mind that this is a one-time process.
After mapping, the system will not prompt you again.


Step 3: Review the transactions in the file and click Confirm Import.


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Reviewing Imported Data

Step 1: After the import is finished, click the Back to Portfolio button.

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Step 2: Now, you can review the imported mutual funds data in your portfolio.

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This is how you can seamlessly import Mutual Funds from Zerodha Coin to MProfit!

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