Add your investments into Sharesight

Your first job in Sharesight is to add your investments into your portfolio.

Choose to record either all of your previous historical buy and sell trades, or simply set up some opening balances for each holding and then record the buy and sell trades from that point forward.

Embedded content: https://www.youtube.com/watch?v=OrvyYejF30Q

There are 3 ways to add your investments into your Sharesight portfolio:

• Bulk import your historical trades from your broker (If Sharesight currently supports your broker).

• Bulk import your historical trades from a spreadsheet file downloaded from your broker.

• Manually add your investments

Your first Sharesight portfolio has been automatically created for you, with the default settings of the country you selected as the tax residency when you signed up.

Sharesight portfolios are reflected as tax entities and as such the portfolio currency, tax setting, functionality and reporting are all related to the tax residency country.

Once you have added your investments, you’ll see the magic of Sharesight. We’ll automatically calculate your performance, capital gains and losses, dividend income and so much more.

Last modified on September 28, 2023 UTC