To get your historical transactions from Zerodha, you can request year-wise reports in Zerodha Console.
Follow the steps below to request your contract note report for each financial year:
- Login to Zerodha Console at https://console.zerodha.com/
- Next, click Reports > Downloads
- On the next screen, select the following:
- Report type: XLSX
- Date range: You can select 1 financial year at a time.
- Category: Equity
Keep the other options unchanged and then click Email
Repeat Step 3 for every financial year that you need data for.
- Once you have requested the year-wise reports on Console, go to your email.
For each year-wise report, you will receive an email from Zerodha with a download link.
Download these reports and then go back to MProfit.
- Come back to MProfit and import your files using the template: Zerodha - Multi CN (EQ)