Bulk import your investmentsContent also available for tax entities or on our global site.
If we don’t currently support a direct import from your broker, it is still really easy to import your investments.
1 - Log in to your broker and download a spreadsheet of your trading history.
2 - Open your historical trades spreadsheet and check that it has the information needed.
Does it contain:
1 2 3 4 5 6 1. Trade date e.g. 04/12/2017 2. Instrument code, stock ticker e.g. APPL 3. Market code e.g. NASDAQ 4. Quantity of shares 5. Price per shares 6. Transaction type, either buy & sell (only buys & sells can be imported.)
The column titles don’t need to be the same as long as the data is there.
3 - Save as a CSV file.
4 - Upload the CSV file into Sharesight. BulK import step by step instructions.
My downloaded file:
My spreadsheet is missing (and I need to add): 2. Instrument code, stock ticker e.g. APPL 3. Market code e.g. NASDAQ
My edited downloaded file:
Then I saved it as a CSV file and successfully imported my investments!
Last modified on November 1, 2018 UTC