To start tracking your F&O portfolios in MProfit, you need to import your trade data provided by your broker.
Follow the below 2 step process for any broker that you trade with:
- Get your historical trade file from your online broker portal and import it to MProfit
To start tracking your F&O portfolios in MProfit, you need to import your past trade data.
Most brokers provide a historical trade report that contains the details of your past trades in a single file. You can generally get this report by logging in to your online broker portal.
MProfit lets you directly import historical trade files from hundreds of brokers such as Zerodha, ICICI, Angel Broking, Sharekhan and many more!
Click here to learn more: How do I get my historical trade data from my broker?
- Set up auto-import for future trades
MProfit provides a convenient feature called Auto-import that enables your daily trades to be auto-updated in MProfit.
For any daily file that you receive via email (eg. contract notes), you can set up a simple forwarding rule in your email inbox.
This rule will auto-forward your trade files to your MProfit account going forward, and this will keep your MProfit portfolios updated on a daily basis .
Learn more: How do I set up Auto-import for my trade file?
Once you are done with the above steps, you can start auto-tracking your F&O trades in MProfit, view P&L and get insightful reports!