How can I import my historical equity trades from Angel Broking?

Modified on Mon, 06 May 2024 at 11:44 PM


In this tutorial, we will explain how you can import your historical equity trades from Angel Broking.


Follow the steps below:


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


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


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Step 3: Type Angel Broking and click Angel Broking - Trade History Settlement (EQ) for the template.


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Step 4:
Click Add to Favourites.


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Step 5: Select the template and click Upload File.


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Step 6:
Choose the file, click on Open, then Import.


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Step 7: 
The system will prompt you to set family and portfolio mapping. 


Select the Family from the drop-down list.


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Step 8: Select the Portfolio from the drop-down list.
 

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Step 9: Click Save.


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Step 10: 
The system will prompt you to provide asset mapping. 


To proceed, click the Map button.


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Step 11: For the Asset name, click on the dropdown menu.


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Step 12: Then click Save.


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Step 13:
The system will prompt you to provide broker mapping. 


To proceed, click the Map button.


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Step 14: For the Broker name, click on the dropdown menu.


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


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Step 15: Then click Save


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Step 16:
Click on Continue.


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Step 17:
Review the transactions in the file. 


Then click Confirm Import.


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Step 18:
You are now done. Click Back to Portfolio.


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This is how you can seamlessly import your historical equity trades from Angel Broking in MProfit!

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