Follow the 2 steps below to start tracking your Zerodha F&O trades in MProfit:
- Download your historical Zerodha trade file and import to MProfit (est. time: 7 minutes)
The first step is to import your historical trades from Zerodha to MProfit.
Zerodha provides a contract note report in Console that contains your trades for each financial year in a single file.
You can directly import this report to MProfit.
Learn more: How do I get my historical F&O trades from Zerodha?
- Set up auto-import for your future Zerodha trades (est. time: 5 minutes)
Going forward, your daily trade data can be auto-imported to MProfit from your email. This will ensure that your MProfit data remains updated automatically.
You can set up a forwarding rule in your email that will forward your Zerodha contract note daily to MProfit.
To enable this, set up auto-import in MProfit for the following template: Zerodha - Daily Email CN (F&O)
Learn more: How do I set up Auto-import for my trade file?