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import same broker contract to different or more than one portfolio

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  • import same broker contract to different or more than one portfolio

    how do i import same broker contract note to another portfolio created under for same person other than already mapped.
    mprofit pro allows import only to one mapped portfolio and doesn't allow to import to another portfolio

  • #2
    Dear aadhar,

    You need to delete the portfolio mapping and import the contract note so that you can map to different portfolio.

    Please refer this forum link to delete portfolio mapping:
    https://forum.mprofit.in/forum/gener...ing-in-mprofit

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