How to use the Stock in Trade Feature on MProfit

In this tutorial, you'll learn how to use the MProfit Stock in Trade feature to automate the year-end process of valuing your shareholding. 

Step 1: Start by generating the historical valuation report for your selected portfolio. Navigate to the 

Reports section. In the Performance section, find the 

Historical Valuation option. For this demonstration, we're selecting 

Stocks and ETFs with the date as of the last financial year-end date, March 31, 2025. Click on 

Generate Report. After the report is generated, click on 

Download Excel to download the Excel sheet. Close the 

Report section and proceed to the 

Import option at the top.

Step 2: In the Import section, click on the search icon next to the Import log. 

Type "MProfit Stock in Trade" to find the MProfit Stock and Trade template.  

Select it and download the sample Excel sheet. After downloading, click on 

Add to favorite and open the Excel sheet. The Notes sheet contains the entire procedure for your reference.

Step 3: Open the Historical Valuation report. Select the entire report, copy it, and paste it into the MProfit Stock and Trade template's Historical Valuation Report section. 

The Import sheet will auto-populate with all the transactions. After this process, click on 

Save to save the Excel sheet. Close the sheet when you're done.

Step 4: Back in the MProfit page, select the MProfit Stock and Trade template and click on 

Upload file. Select the 

Excel sheet and click on Open and import.

 You'll be asked for Family and Portfolio mapping. Click 

here to select the 

Family. For the portfolio, click 

here, select the 

portfolio and click on 

Save. You'll see a preview of all the transactions. Confirm the import to complete the process.

Step 5: Click on Back to Portfolio. 

You'll now see changes in various reports like the Stock Register Report and Historical Valuation report. To understand the changes, generate the Historical Valuation Report. 

Click on Reports. 

In the performance section, select Historical Valuation.

For stocks and ETFs, ensure the same period is selected, and click on Generate report. 

The report is generated as per the concept of lower of cost or market value.

And that's it! You've successfully used the MProfit Stock in Trade feature.