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How to import Equity Holding list from Equitrix Software in MProfit?

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  • How to import Equity Holding list from Equitrix Software in MProfit?

    1. Login to Equitrix Software.





    2. Click on Equities > Holdings.




    3. Choose the period and click on View.




    4. Click on "Expand All" and to save the report click on "Export to Excel".





    5. From MProfit Software use "Equitrix - Equity Holding List" to import it.
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