How to request Motilal Oswal BizOps excel statement and import into MProfit ?

[Tanmay Keni]

To get your historical stock transactions in one file from Motilal Oswal, you can download the BizOps Trade Details from your Motilal Oswal back-office login.

Please refer the detailed steps below:

1. Login to https://invest.motilaloswal.com/

2. Under Reports menu, go to Other Reports > Client Dashboard

3. Click on BO Reports.

4. It will open a new window. Go to Reports > Trade > Trade Details & Summary.

5. Enter Details like Date, Exchange, Etc. then Click on View.

Once the report is generated, save the file in excel format by clicking the Excel icon.


6. In MProfit application please use following templates -

For importing equity trade details use template - Motilal Oswal BizOps Trade Details - Excel (v1)

For importing f&o trade details use template - Motilal Oswal BizOps F&O Trade Details - Excel (v1)

For importing commodity trade details use template - Motilal Oswal BizOps MCX Trade Details - Excel (v1)


Sample screenshot for reference: