MProfit Help Center

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:

1. Login to Zerodha Console at https://console.zerodha.com/
   
   
   
2. Next, click Reports > Downloads
   
   
   
   
3. 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.
   
   
   
   
4. 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.
   
   
   
   
5. Come back to MProfit and import your files using the template: Zerodha - Multi CN (EQ)