How to import Mutual Fund trade data from Zerodha Coin in MProfit?

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.

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

Step 3: Type Zerodha in the search field.

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

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

Step 5: Click Add to Favorites.

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

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.

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.

Step 2: Select the Portfolio, then click Save.

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.

Reviewing Imported Data

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

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

This is how you can seamlessly import Mutual Fund trade data from Zerodha Coin in MProfit!