Add Capital Gains from mStock

If you use mStock for your investments, you can easily import your capital gains into Quicko by uploading the Tax P&L Report downloaded from your mStock account. This saves you from entering each transaction manually.

Before You Start

• Download the Tax P&L Report from your mStock account.

• Ensure the report is in its original format and has not been modified.

• Keep the downloaded file ready before starting the upload.

Upload Your Tax P&L Report

1. From the left sidebar, go to Capital Gains and make sure you're on the Securities tab.

2. Click Add.

3. Select Upload Tax P&L Report.

4. Enter your account details:

   • Account Name – Enter mStock.

   • Account ID – Enter your mStock Client ID or Account ID.

5. Click Save.

6. Select the account you just added and upload the Tax P&L Report downloaded from mStock.

7. Click Upload.

Quicko will process the report and automatically import your capital gains transactions.