How can I correct wrongly mapped portfolio in MProfit?

Modified on Fri, 31 May 2024 at 06:59 PM


In this tutorial, we will explain how you can delete and correct wrong portfolio mapping in MProfit.


Portfolio mappings are a crucial part of managing investments for your family or clients, ensuring that imported data goes to the correct portfolio.


If you make a mistake in setting the portfolio mappings, you can always correct it. 


Follow the steps below to manage portfolio mappings in MProfit:


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


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Step 2: Select the template for which you need to correct or change the mappings.


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Step 3: Click Portfolio Mapping located at the bottom right side of the screen.


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Step 4: In this example, the PAN ID is mapped to Mehta's portfolio. 


To delete it, click on the Delete option.


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After removing the data from the wrong portfolio, re-import the file. Upon import, you will be prompted to map the file to the correct portfolio. 


Once mapped, you may continue with the import and save the transactions.


This is how you can seamlessly delete and correct wrong portfolio mapping in MProfit!

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