Import F&O trade data from HDFC Securities
Modified on: Fri, 5 Aug, 2022 at 1:36 PM
Follow the 3 steps below to start tracking your HDFC F&O trades in MProfit:
- Download your historical HDFC trade file and import to MProfit (est. time: 7 minutes)
The first step is to import your historical trades from HDFC to MProfit.
From your online HDFC account, you can request a trade report 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 HDFC Securities?
- Set up auto-import for your future HDFC trades (est. time: 5 minutes)
Going forward, your daily trade data can be auto-imported to MProfit from your email inbox. This will ensure that your MProfit data remains updated automatically.
You can set up a forwarding rule in your email that will forward your HDFC contract note daily to MProfit.
To enable this, set up auto-import in MProfit for the following template: HDFC Securities - Daily CN (F&O)
Learn more: How do I set up Auto-import for my trade file?
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