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

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.

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

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

Step 4: Click Add to Favourites.

Step 5: Select the template and click Upload File.

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

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

Select the Family from the drop-down list.

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

Step 9: Click Save.

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

To proceed, click the Map button.

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

Step 12: Then click Save.

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

To proceed, click the Map button.

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.

Step 15: Then click Save. 

Step 16: Click on Continue.

Step 17: Review the transactions in the file. 

Then click Confirm Import.

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

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