Stocks / Equities

Entering date-wise opening balances of stocks
Importing transaction-wise Opening Balances to MProfit with Date, Quantity & Price details is essential to computing accurate capital gains & portfo...
Tue, 1 Sep, 2020 at 8:29 PM
Adding stock transactions manually in MProfit
1) On the portfolio summary screen, click on the + button and click Add Transaction. 2) Under Asset Class, select Stocks. 3) Enter the detai...
Wed, 9 Sep, 2020 at 2:57 PM
How to auto-apply corporate actions for Stocks in my portfolio?
MProfit lets you auto-apply corporate actions for Stocks in your portfolios. This includes Bonus, Split, Merger, Demerger and Dividend entries.  MProfit...
Sat, 16 Jul, 2022 at 3:46 PM
Editing/Deleting stock contract notes import in MProfit
1) In the MProfit portfolio summary screen, double click on the Stock name to view transactions for the Stock. 2) You can select the period for which ...
Mon, 7 Dec, 2020 at 5:16 PM
Viewing stock transaction details in MProfit
1) Login to your MProfit account at https://cloud.mprofit.in/ and click the Actions menu. Under the dropdown, click View Last Transactions. 2) Yo...
Wed, 9 Sep, 2020 at 6:29 PM
Adding Off-market Transactions / IPO / Installment Payment in MProfit
1) On your MProfit portfolio summary screen, right-click on Stocks in the asset bar. 2) In the dropdown, click Add Off-market Transaction (IPO, In...
Fri, 22 Jul, 2022 at 11:07 AM
Generating Charges Report for Stocks in MProfit
1) On your MProfit individual portfolio summary screen, go to Reports. 2) Go to Transactions > Contract Note Charges.  Click on Generate Rep...
Wed, 16 Jun, 2021 at 1:41 PM
Adding a Stock Dividend transaction in MProfit
1) In your MProfit portfolio summary screen, right click on the Stock name and select Other Transactions. Then, click Add Income for Asset.    2) S...
Fri, 18 Sep, 2020 at 7:44 PM
Adding a Stock Bonus transaction in MProfit
1) In your MProfit portfolio summary screen, right click on the Stock name and select Other Transactions. Then, click Add Bonus Received. 2) Enter ...
Wed, 16 Sep, 2020 at 11:22 PM
Adding a Stock Split transaction in MProfit
1) In your MProfit portfolio summary screen, right click on the Stock name and select Other Transactions. Then, click Add Split.  2) Enter the effe...
Wed, 16 Sep, 2020 at 11:11 PM