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How can I import my RKSV / Upstox Bill Details trade-book file to MProfit?

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  • How can I import my RKSV / Upstox Bill Details trade-book file to MProfit?

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    1. Login to your RKSV backoffice : https://bo.upstox.com


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    2. Go to Bill - > Bill Details


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    3. Provide the Start Date & End Date and click on Go button.


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    4. Once the report is generated, scroll down. From the bottom of the page click on "Export To CSV" button.


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    5. File will be downloaded in Excel format. You need to open the Excel file and save as “CSV (Comma delimited) (*.csv)” format.

    6. In MProfit, select "RKSV Securities Tradebook - Excel (v2)" template and import it.


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    7. Here is the image of the sample back-office file from RKSV Securities.


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    Last edited by Shweta Rathod; 19-02-19, 10:44 AM.
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