Supported files for bulk importing your investments

Content also available for tax entities or on our global site.

For your investments to be successfully imported into Sharesight the correct file and file format needs to be uploaded. The correct files and formats are listed below:

Broker and Provider Importer files:

Broker or ProviderFile name and example files Sharesight supportsFile format
Google FinanceMy Portfolio.ofxOFX
QuestradeActivities for 01Feb2017 to 08Oct2017 (6) (1)XLSX
Yahoo Financequotescsv

Last modified on July 22, 2020 UTC

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