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What to do after importing your portfolio
Once you've imported your portfolio into Sharesight, here are the three most important things to do next.
1. Keep your portfolio up to date
If you have a broker integration, new trades will sync automatically. If you imported manually, continue adding trades or set up trade confirmation emails to import future trades automatically.
2. Check your holdings match your broker
Compare quantities, check for missing holdings or holdings that shouldn't be there. See Why your Sharesight portfolio doesn't match your broker for a step-by-step guide.
3. Review your dividends and corporate actions
Sharesight automatically generates dividends and corporate actions — check the Tasks tab to confirm or adjust them.
Last updated 31st March 2026