How can we help?

Everything you need to set up and manage your CMC Invest connection in Sharesight.

Understanding the integration

What does Sharesight import from CMC?

Setup & connection

Setting up your CMC connection

Importing CMC historical trades (older than 12 months)

Checking and managing your CMC connection

Linking multiple CMC accounts to Sharesight

Revoking your CMC connection

Portfolio issues

Missing trades — incomplete portfolio

Duplicate trades

Trade confirmation emails and CMC — do I need them?

Portfolio doesn't match CMC