How can we help?

Clerk AI is Sharesight's AI-powered file importer. It can read trade data from almost any file type — spreadsheets, PDFs, images, and screenshots — and import the trades directly into your portfolio.

What problem does it solve?

Sharesight's standard file importer requires files to be in an exact format. A small change to a broker's spreadsheet layout — a renamed column, a missing field — can cause the import to fail. Some brokers also produce spreadsheets with incomplete data that Sharesight cannot process at all, leaving users to manually reformat the file before importing.

Clerk AI removes this barrier. Instead of requiring a perfectly structured file, it reads and interprets the data intelligently, as long as the key trade details are present.

What file types does it support?

• Broker spreadsheets (any format, including those Sharesight does not natively support)
• PDF trade confirmations
• Screenshots of trade history
• Images of statements or contract notes

Who is it most useful for?

• Unsupported brokers — brokers whose spreadsheet format Sharesight cannot currently process with the standard importer
• PDF trade confirmations — previously these had to be emailed to your portfolio email address; now you can upload them directly
• Opening balances — quickly import a snapshot of your holdings from any statement or document
• Users who prefer a simpler import flow — upload your file and let Clerk AI do the formatting work

For brokers with an API integration or automatic trade confirmation email forwarding already set up, Clerk AI is not required — your trades are already syncing automatically.

How to use Clerk AI

1. From your portfolio, click Add investment.

2. Select Upload via a file.

3. Select Upload any file format — this is the Clerk AI option. The previous option, Upload via spreadsheet, still exists for files already in Sharesight's standard format.

4. Upload your file — spreadsheet, PDF, image, or screenshot.

5. Clerk AI will read the file and map the trade data. Review the trades before confirming the import.

How to enable or disable Clerk AI

Clerk AI can be turned on or off at any time under Account > Account Preferences.

When enabled, you will see the Upload any file format option after clicking Upload via a file. When disabled, only the standard Upload via spreadsheet option is shown.