Add Capital Gains for mStock

Add Capital Gains for mStock

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.

Note: Quicko supports Tax P&L Reports downloaded directly from mStock. If the report has been edited, renamed, or converted into another format, the upload may fail. Download a fresh copy from mStock and upload it without making any changes.

Need Help?

Raise a ticket and our support team will be happy to assist you!

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