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MProfit import support for Equity Transaction List report from Equitrix Software ?

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  • MProfit import support for Equity Transaction List report from Equitrix Software ?

    1. Login to your Equitrix Software.


    2. Click on Equities > Transaction List.





    3. Choose the period and click on 'View'. Once the data is displayed click on 'Expand All' and then click on 'Export to Excel'.





    4. Open the excel file and save it as "Comma Delimited (CSV)" format.

    5. From MProfit Software use "Equitrix Equity Transaction - Excel (v1)" Template to import it.


    Click image for larger version  Name:	import.PNG Views:	1 Size:	9.8 KB ID:	457


    6. Here is the image of the Sample file from Equitrix Equity Software.


    Click image for larger version  Name:	Equitrix_Equity_Trans_List_Excel_v1_Sample.png Views:	1 Size:	15.0 KB ID:	458
    MProfit Support
    Moderator
    Last edited by MProfit Support; 20-02-18, 01:06 PM.
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