Import your data in any format to MProfit

What does this mean?

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.

Today, MProfit can auto-import digital files from 700+ brokers, cumulatively supporting 4000+ different file formats.

What files can I directly import to MProfit?

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.

Mutual Funds:
  • Consolidated Account Statement (CAS) from CAMSOnline
  • Monthly Consolidated Account Statement (CAS) from NSDL
Learn how to request & import your CAS from CAMSOnline

Stocks:
  • Digital Contract Notes
  • Back-office tradebook files
  • PMS Statements
Learn more about importing data for Stocks

MProfit also provides its own Excel import templates for other asset classes:

Bonds, Private Equity, ULIP, Insurance, AIF, PPF & more

How do I import my statements to MProfit?

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:

1. Email Forward / Auto-import (Recommended)

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 x@import.mprofit.in 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.

To fully automate importing of data, you can set up forwarding rules in your email inbox so that your files are auto-imported to your MProfit account.

Learn how to set up auto-import in MProfit

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2. Upload in the MProfit Web App (www.cloud.mprofit.in)

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:

Learn how to upload a file directly in MProfit

If you are unable to find a template in our list of 4000+ templates, you can send us your sample file at support@mprofit.in, and we will try to add import support for it, provided the format is reasonable.

For Financial Advisors

To import their client data to MProfit, Financial Advisors have a range of options to choose from:

Learn more about importing your client data as an Advisor