Supported files for bulk importing your investments

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:

Broker or ProviderFile name and example files Sharesight supportsFile format
Google FinanceMy Portfolio.ofxOFX
QuestradeActivities for 01Feb2017 to 08Oct2017 (6) (1)XLSX
Yahoo Financequotescsv

Last modified on August 15, 2018 UTC