View transactions log from Sharesight connected brokersContent also available for tax entities or on our global site.
1 – From any page within Sharesight, click on the ‘Integration’ tab.
2 - Click on the ‘View Transactions Log’ link. The Transaction log for your portfolio will load.
The transactions log for your portfolio page:
1 - Date range
2 - ‘Show failures only’ toggle to display either; all imported and error trades or only error trades that were not imported
3 - ‘Import Ran At’ - date and time the trades were imported
4 - ‘Import Sources’ - where the trades were imported from
5 - ‘Details’ - information on the import
6 - ‘Result’ - display number of trades imported and the number of trades that failed, which were unable to be imported.
Last modified on August 19, 2021 UTC