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How MProfit makes portfolio management easy for Upstox clients

Backed by Tiger Global and Ratan Tata, Upstox is a trading platform operated by RKSV, a fast growing discount brokerage house that has established itself as a leader in the Indian brokerage industry.

If you are an Upstox client, you can seamlessly import your Upstox transaction files to MProfit, and track your live Stock and F&O portfolios.

First, you can import your historical Upstox trade data to MProfit. This is important to ensure that you get accurate Capital Gain and XIRR reporting in MProfit.

Next, simply set up auto-import in MProfit for your daily contract note files, so that your future Upstox trades are auto-updated in MProfit on a daily basis.

Once this set up is complete, you can seamlessly use MProfit to track your live portfolios, view XIRR returns, generate your Capital Gain reports and a lot more!

Click here for step-wise guides to import Upstox data in MProfit for Stocks and F&O.

13 November, 2020