Trades to import into Portfolio: page overview

Content also available for tax entities or on our global site.

The ‘Trades to import into Portfolio:’ page will show an itemised list of all trades imported from the bulk trade importer feature, which supports your broker import, Google Finance portfolio, CSV & OFX files. Verify and edit the trade data as required before saving the trades into your Sharesight portfolio from this page.

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.

Bulk trade importer page

Trades to import into Portfolio page descripton

Last modified on January 10, 2018 UTC