How can I settle my open F&O positions in bulk in MProfit?

In this tutorial, we will explain how you can auto-settle F&O open instruments in bulk in MProfit.

Although we still hold some expired instruments, certain brokers fail to provide settlement entries in the contract notes. Therefore, these instruments must be settled in your portfolio. 

To settle these financial instruments, please follow the steps outlined below:

 Step 1:  Login to your MProfit account and right-click on the desired instrument. 

Step 2:  Click Settle Position.

Step 3: In the next window, select the Settlement Date. 

Step 4: You need to select the name of the Broker from the drop-down menu provided.

Step 5: Mention the Settlement Price.

Step 6: Click Save.

Step 7: Instead of manually settling instruments one by one, you can now settle them in bulk in one click. 

Click the Tools button.

Step 8: Select F&O Auto-settlement from the drop-down list. 

Step 9: Select the Type of the F&O. 

If you have futures to include, then click Yes.

Then click Continue. 

Step 13: First, download the Excel sheet by clicking Download File

Once you receive the Excel sheet, you can settle the stock options at zero. As for futures, you need to input the closing price manually.

After completing the task, return to MProfit and select the Upload File option.

Step 14: To upload the file, please select it from your downloads. 

Then, click the open button to proceed. 

Finally, click Upload & Continue.  

Step 15: Here, we have the preview window. Once we click Confirm Import, all expired positions will settle at once. 

Step 16: You are now done. Click Back to Portfolio. 

This is how you can seamlessly settle your open F&O positions in bulk in MProfit!