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:
Importing via the File Importer the file needs to be a csv format.
Step by step guide to change the file format.
Broker and Provider Importer files:
Last modified on March 17, 2020 UTC