As an investor, you trade with different brokers & distributors across various asset classes. You receive your trade statements in disparate file formats from many different sources. This presents a challenge for aggregating your investment data - an essential requirement for analysing portfolio performance, tracking returns, computing capital gains & filing your tax returns.
MProfit provides a seamless solution to this challenge, by directly importing your digital trade statements.
MProfit can import files across pdf, excel, csv, html, txt and dbf formats. With MProfit, you can auto-import data from a range of different files.
MProfit also provides its own Excel import templates for other asset classes:
For any file that you need to import, you can search for the corresponding MProfit import template in the MProfit application.
Once you have found your template, add it to My Templates in MProfit and import your file using either of the two methods below:
Once you have added a template to My Templates, you can forward your trade file via email to MProfit.
Each import template in MProfit has its own unique auto-import email ID, which you can copy from MProfit and paste in email.
You can also simply forward your file to email@example.com and then assign the template in MProfit at a later time.
Once your file is forwarded, you can preview & approve your pending import on web / mobile app.
You can alternatively choose to import your file in the MProfit web application at https://cloud.mprofit.in/.
Click the below link to learn how to do so:
If you are unable to find a template in our list of 4000+ templates, you can send us your sample file at firstname.lastname@example.org, and we will try to add import support for it, provided the format is reasonable.
To import their client data to MProfit, Financial Advisors have a range of options to choose from: