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

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

Follow the steps below:

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

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

Step 3: Type Upstox in the search field. 

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

Step 4: For historical data, select the Upstox- Trade Report template.

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

Ensure to save the downloaded Excel file in CSV format.

Step 5: Click Add to Favourites.

Step 6: Select the template and click Upload File.

Step 7: Choose the file, click on Open, then Import.

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

Select the Family from the drop-down list.

Step 9: Select the Portfolio from the drop-down list.

Step 10: Then click Save.

Step 11: The system will prompt you to provide broker mapping. 

To proceed, click the Map button.

Step 12: For the Broker name, click on the dropdown menu.

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

Step 13: Click Save.

Step 14: Click on Continue.

Step 15: Review the transactions in the file. 

Then click Confirm Import.

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

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