Add trades, dividends and adjustments

Add trades to your Sharesight portfolio

There are 5 ways to add your trades to your Sharesight portfolio:

• Bulk import trades from your broker. (If Sharesight currently supports your broker).

• Bulk import trades from a CSV file downloaded from your broker.

• Manually add trades or adjustments.

• Set up the Trade Confirmation Emails, by using your broker trade confirmation to automatically import your trades (if Sharesight currently support your broker’s trade Confirmations.

• Set up or manually recording dividend reinvestments

Add dividends and adjustments to your Sharesight portfolio

There are 2 ways to add dividends and adjustments to your Sharesight portfolio:

• Sharesight automatically generated dividends and adjustments for the holdings you’ve added to your Sharesight portfolio.
• Manually add dividends or adjustments.

Last modified on August 19, 2021 UTC