Import Equity trade data from Upstox

Modified on Fri, 05 Aug 2022 at 01:19 PM

Follow the 3 steps below to start tracking your Upstox stock investments in MProfit:

  1. Download your historical Upstox trade file and import to MProfit (est. time: 7 minutes)

    The first step is to import your historical trades from Upstox to MProfit.

    From your online Upstox account, you can request a trade report that contains 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 equity trades from Upstox?

  2. Apply corporate actions for my Stocks (est. time: 3 minutes)

    Once your historical trades are imported to MProfit, you can apply corporate actions for stocks in your portfolio.

    These include dividend, split, bonus, merger and demerger entries that need to be accounted for.

    MProfit provides you a simple way to auto-apply corporate actions at once!

    Learn more: How do I auto-apply corporate actions in your portfolio?

  3. Set up auto-import for your future Upstox trades (est. time: 5 minutes)

    Going forward, your daily trades 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 Upstox contract note daily to MProfit.

    To enable this, set up auto-import in MProfit for the following template: Upstox - Daily CN (EQ)

    Learn more: How do I set up Auto-import for my trade file? 

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