How can I import my Equity multi-contract notes from Zerodha to MProfit?

Modified on Fri, 26 Apr 2024 at 03:44 PM


In this tutorial, we will explain how you can import equity multi-contract note Excel statements from Zerodha in MProfit.


To download the equity multi-contract note Excel statement from the Zerodha console, please refer to this post: https://help.mprofit.in/a/solutions/articles/82000889530

If you have downloaded the file already, please refer the steps below: 


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

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Step 2: Next, select the appropriate template from the import window.

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To set up your portfolio, you can obtain the Zerodha MultiCN from the back office. 
The MultiCN includes all transactions organized by financial year from inception until today.


Step 3: After selecting the template, click Upload File.


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Step 4: Select the file, then click Open and then Import.

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Step 5: The system will prompt you to set family and portfolio mapping. 

Select the Family from the drop-down list.

Then, select the Portfolio.

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Step 6: Click Save.

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Step 7: The system will prompt you to provide broker mapping. 

To proceed, click the Map button.

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Step 8: Now, click the (+) sign.

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Step 9: If you are setting up for the first time, type Zerodha and then click the Save button.

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Step 10: Click Save again.

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Step 11: Then, click Continue.

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Step 12: You are now done. Click Back to Portfolio.

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This is how you can seamlessly import your Equity multi-contract notes from Zerodha to MProfit!

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