Global Positions Report in MProfit

This guide walks you through generating and downloading the Global Positions Report so you can track your investments and F&O positions in one place.

Step 1: Go to the Tools section.

Step 2: Click Global Reports.

Step 3: Choose Global Positions Report and click Generate Report.

Step 4: In the preferences form, choose whether to include zero-value positions. Select Yes to show both sold and current holdings, or No to show only open positions.

Step 5: Decide if you want to display the full name or short name for investments. Adjust your settings as needed.

Step 6: Click Generate Report to process your settings.

Step 7: When the report is ready, click Download Report.

The downloaded report contains key details like family name, portfolio name, asset class, quantity, purchase price, current price, invested amount, and F&O status. 

Use the Global Positions Report to monitor both your investment and F&O positions—all in one place.