Import a Google Finance portfolio

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Step by step guide:

1 Login to or Sign up for Sharesight

2 On the ‘Let’s get started by adding some trades’ page, select the Google Finance tile from the ‘Broker & Provider Import’ tab on the right-hand side of the screen.

2. Select Google Finance tile

3 From the ‘Looking to import from Google Finance?’ window, select the Google Finance link.

3. Select the Google Finance link

4 On Google Finance select ‘Download to OFX’ from the ‘Google Finance is under renovation’ banner. This will download all trades you have inputted into Google Finance into an OFX file which can then be uploaded directly into Sharesight.

Select Download to OFX from Google Finance

5 From the ‘Looking to import from Google Finance?’ window, click the ‘Choose file’ button.

5. Click choose file

6 From the ‘Open file’ window, find and select your Google Finance downloaded OFX file. It is likely the file will be in your downloads folder.

7 Then click the ‘Open’ button.

6 & 7 Select and open OFX file

8 From the ‘Looking to import from Google Finance?’ window, click the ‘Upload’ button.

8. Click upload

9 The ‘Trades to import into Portfolio:’ page will show an itemised list of all trades imported from the Google Finance OFX file. Verify and edit the trade data as required. If trades appear in red, this means that Sharesight can’t upload the trade or the trade will cause errors in your portfolio. The solutions to common errors can be found here.

10 Once you have verified the trade data, select ‘Save all transactions’.

9 & 10 Verify & select save all transactions

11 Once the trades are saved, your Sharesight portfolio will be populated and the Portfolio Overview Page will load.

11 Successfully saved and import into Sharesight

Your holdings will be calculated by Sharesight’s performance calculation methodology which is a money-weighted return methodology, meaning the investment performance takes account of the size and timing of cash flows. Sharesight will automatically create dividends and corporate actions for the holdings you have imported.

Now that you have populated your portfolio we recommend you verify and confirm automatically generated data and set up the Trade Confirmation Emails feature to automatically import future trades.

Last modified on April 3, 2020 UTC

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