How to import Stock Historical Transactions from ICICI tradebook file in MProfit?

Modified on Fri, 26 Apr 2024 at 08:47 PM


In this tutorial, we will explain how you can import Stock Historical Transactions from ICICI tradebook file in MProfit.


Follow the steps below:


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


Image


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


Image


Step 3: Type ICICI and click Stocks to filter out the equity templates.


Image


Step 4: Select ICICI Direct - Trade Book.


Image


Step 5: Click Add to Favorites.


Image


Step 6: Select the template and click Upload File.


Image


Step 7: To import a file, first, you need to locate it on your device.

Once you have found it, select the file and then click the Open and Import button.


Image


Ensure to save the file in CSV format. 


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


Map the file with the unique ID and select the Family from the drop-down list.


Then select the Portfolio.


Image


Note this is a one-time process. 


Step 9: Click Save.


Image


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


To proceed, click the Map button.


Image


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


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


Image


Step 12: Enter the name of the broker and click Save.


Image


Step 13: Click Save again.


Then click Continue.


Image


These mappings are also a one-time process.

After completing this, the transactions present in the file will be displayed.


Step 14:
Review the transactions listed in the file, then click Confirm Import.


Image


Upon confirming the import, MProfit captures all transactions from the file and updates the portfolio.


Step 15: You are now done. Click Back to Portfolio.


Image


This is how you can seamlessly import Stock Historical Transactions from ICICI tradebook file in MProfit!

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article