Import Praemium trading history into Sharesight

Step by step guide to bulk importing your buy and sell trades from Praemium:

1 – Login to your Praemium account and download the Premium Trading History CSV file.

Note: The file contains corporate actions and entitlements these will not be imported into Sharesight. The corporate actions will need to be handled manually. We have help pages in our Help Centre to help you handle these.

2 – Login to Sharesight.

3 – On the ‘Adding a new holding’ page, select the ‘Import trades from a broker’ button.

4 – Select Praemium tile

5 – Select ‘Choose file’.

Bulk CSV import step 4

6 – From the ‘Open file’ window, find and select your download Premium Trading History CSV file. The file will likely be in your downloads folder.

7 – Click ‘Open’.

Bulk CSV import step 6 & 7

8 – Click ‘Upload’.

Bulk CSV import step 9 trade

10 – Select the date format preference. International: DD/MM/YYYY.

Bulk CSV import step 10

13 – The ‘Trades to import into Portfolio:’ page will show an itemised list of all trades imported from the CSV 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.

14 – Once you have verified the trade data, click ‘Save all transactions’.

Bulk CSV import step 13 & 14

15 – Once the trades are saved, your Sharesight portfolio will be populated and the portfolio overview page will load.

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.

The Premium trading history file contained all the corporate actions and entitlements to the portfolio these will not have been imported into Sharesight. Now work through the corporate actions and entitlements to manually add these to Sharesight. We have help pages in our Help Centre to help you handle these.

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

Bulk CSV import step 15

Last modified on August 27, 2019 UTC