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How to export the trade book from TMS

Every buy and sell with its price, used to work out realized profit. You will download Trade Book Details.xlsx.

Steps

  1. Log in to your broker's TMS, for example tms48.nepsetms.com.np (use your broker's number).
  2. Open Trade Management → Historic Trade Book.
  3. Set the dates from as far back as allowed to today, then tap Search.
  4. Tap Export to Excel to download "Trade Book Details.xlsx".
  5. In Nafa, open the top-right menu, tap Import file and choose the file.

Good to know

  • Nafa does not store the client code or name in the file. Importing again skips trades already added.

Nafa reads each file on your phone and never asks for your MeroShare or TMS password. Nafa is an independent app and is not affiliated with NEPSE, CDSC, MeroShare or any broker.

Next: How to export sell settlements from TMS ↗