How can I import my historical F&O trades from Angel One?

Modified on Mon, 6 May at 11:52 PM


In this tutorial, we will explain how you can import historical F&O trades from Angel One in MProfit.


Follow the steps below:


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


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Step 2: Click the Search icon beside the import log.


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Step 3: Type Angel Broking in the search field. 


For historical data, select Angel Broking - Trade History Settlement (F&O) template.


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Follow the steps provided in the template to request the date listing from the back office.


Step 4: Click Add to Favourites.


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Step 5: Select the template and click Upload File.


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Step 6: Choose the file, click on Open, then Import.


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Step 7: The system will prompt you to set family and portfolio mapping. 


Select the Family from the drop-down list.


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Step 8: Select the Portfolio from the drop-down list.


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Step 9: Then click on Save.


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Note this is a one-time process. 


Step 10: The system will prompt you to provide broker mapping. 


To proceed, click the Map button.


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Step 11: For the Broker name, click on the dropdown menu.


If your broker is not in the dropdown, add it manually by clicking the (+) sign.


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Step 12: Click Save.


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Step 13: Click on Continue.


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Step 14: Review the transactions in the file. 


Then click Confirm Import.


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Step 15: You are now done. Click Back to Portfolio.


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This is how you can seamlessly import your historical F&O trades from Angel One in MProfit!

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