How to import F&O multi-contract note excel statement from Zerodha in MProfit?

Modified on Thu, 28 Mar 2024 at 03:42 PM


In this tutorial, we will explain how you can set up an F&O portfolio with Zerodha using MProfit.

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

If you have downloaded the file already, please refer to 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 Zerodha in the search field. 


To filter all the F&O templates, select the F&O asset class.


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Step 4: For historical data, select the Zerodha - Multi CN template.


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Step 5: Click Add to Favorites.


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Step 6: Once you have added the file to your favourites, click the Upload File button.



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Step 7: To import a file, first, you need to locate it on your device.

Once you have found it, select the file and then click the Open and Import button.


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Step 8: The system will prompt you to set family and portfolio mapping. 


Select the Family from the drop-down list.


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Step 9: Select the Portfolio, then click Save.


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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.


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Step 12: If your broker is not in the dropdown, add it manually by clicking the (+) sign.

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Step 13: Click Save.


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Step 14: Then click Continue.

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Step 15: Review the transactions listed in the file, then click Confirm Import.

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Step 16: You are now done. Click Back to Portfolio.


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This is how you can seamlessly import F&O multi-contract note Excel statement from Zerodha in MProfit!



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