Import F&O trade data from Upstox
Modified on: Thu, 18 Aug, 2022 at 6:26 PM
Follow the 2 steps below to start tracking your Upstox F&O trades in MProfit:
- 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 your trades for each financial year in a single file.
You can directly import such reports to MProfit.
Learn more: How do I get my historical F&O trades from Upstox?
- Set up auto-import for your future Upstox 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 Upstox contract note daily to MProfit.
To enable this, set up auto-import in MProfit for the following template: Upstox - Daily CN (F&O)
Learn more: How do I set up Auto-import for my trade file?
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