MIS Combined Rows
Review and append buy/sell rows directly from the sorted workbook.
| Select a client and script to load MIS Combined rows. |
Rejection Summary
Rows rejected during MIS Combined and BF imports.
Select a client to view recent rejection files.
Append Rows
Paste rows from the MIS Combined workbook in the order shown.
Multi-line paste is supported. The grid expands automatically when you paste more than 20 rows.
Prefer the CLI importer for the full workbook. This button is limited to ≤1,000 rows and should only be used when you cannot access the server.
Configurable MIS Upload
Parse broker exports, map headers, and validate MIS Combined rows before ingest.
Drop a MIS Combined workbook or
XLSX / CSV supported · Only the first sheet is parsed.
No file selected.
Client setup
Detected client codes appear below after validation. Add display names (optional) or create rows manually.
Upload a MIS workbook to detect client codes.
Preview
First 50 rows shown. Validation runs across the full workbook.
Upload a MIS file to view the parsed rows.
Column mapping & validation
Priority: templates > manual choices > auto-detect. Use re-run to refresh suggestions when a template doesn't fit.
Required fields
Optional enrichment
MIS Upload History
Track who uploaded what, when, and how many rows succeeded.
| Run | Clients | Inserted / Failed | Status | Template / File |
|---|---|---|---|---|
| Login to view upload history. | ||||
BF Loss Snapshot
Select a client to view brought-forward losses.
Select a client to view brought-forward losses.
Holdings Snapshot
Holdings and BF balances for the selected client.
Allocation Results
Totals update as you sort or filter the grid below.
| Purchase Date | Quantity | Buy rate | Sell rate | ||
|---|---|---|---|---|---|
| Run an allocation query to see rows. | |||||
| Totals | Quantity0 | Sale Value0 | Gain0 | ||
Raw response
Awaiting API response.