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How do I import Motilal Oswal Transaction Details file from MOSL client login ?

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  • How do I import Motilal Oswal Transaction Details file from MOSL client login ?

    Click image for larger version  Name:	Motilallogo123.png Views:	1 Size:	44.5 KB ID:	362

    1. Login to your Motilal Oswal account: http://www.motilaloswal.com/guestregistration.aspx


    2. From menu click on Portfolio > Detailed Reports.





    3. Click on Transaction > Equity.





    4. Choose the Family and Client. Select the Period and click on Go.


    5. Once the report is displayed, click on Excel icon to save the report in excel format.





    6. Once the report is downloaded,Open the Excel file and Save as CSV (Comma delimited) (*.csv).


    7. From MProfit Software use "Motilal Oswal Trans. Details - Excel (v1)" Template to import it.


    Click image for larger version  Name:	Motilal1234.PNG Views:	1 Size:	10.2 KB ID:	359


    8. Here is the image of the Sample Back-office file from Motilal Oswal.


    Click image for larger version  Name:	Motilal_Oswal_Transaction_Details_Excel_v1_Sample1234.png Views:	1 Size:	18.1 KB ID:	360
    MProfit Support
    Moderator
    Last edited by MProfit Support; 16-01-18, 10:48 AM.
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