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How do I import an Equity Transaction Register file from Motilal Oswal in MProfit ?

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  • How do I import an Equity Transaction Register file from Motilal Oswal in MProfit ?



    Motilal Oswal provides an Excel file that you can use to import your transactions into MProfit. The instructions below will show you how to download the file from the Motilal Oswal website.

    1. Login to your Motilal Oswal Backoffice.

    2. Once you login, look for the heading Equity Reports.

    3. Select Datewise Scripwise.

    4. Select NSE-BSE for the segment.

    5. Click on generate.

    6. Select Excel as the report format and click on the "Export" link and download the file to your computer.





    7. In Excel use the "Save As" option and select CSV (Comma delimited) (*.csv). and then save the file

    8. From MProfit Software use "Motilal Oswal - CSV" Template to import it.


    Click image for larger version  Name:	MOSL2.PNG Views:	1 Size:	11.5 KB ID:	396


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


    Click image for larger version  Name:	motilal-excel-sample_xls123.png Views:	1 Size:	43.1 KB ID:	397

    Important Note: You will have to map "Equity - Transaction Register" to Motilal Oswal as your broker since the name Motilal Oswal does not appear in the Excel file
    MProfit Support
    Moderator
    Last edited by MProfit Support; 25-01-18, 01:48 PM.
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