Bulk import your historical trades via the File Importer

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

The File Import feature allows you to import a spreadsheet to quickly add your holdings to your Sharesight portfolio.

You can either import a spreadsheet containing:

Most online stock brokers will enable you to download historical trade history spreadsheet.

Note that if you have changed broker and have had your historical trades transfer to your new broker, these historical trades will not be on you spreadsheet downloaded from your new broker. You will need to download the spreadsheet from the original broker or adding the holdings and trades in manually.

File format

What your spreadsheet need to contain:

1 - First row of your spreadsheet must contain headers for each column.

2 - Your spreadsheet must contain 6 data points: - Date of trade
- Instrument ticker/code - Market Code - Quantity - Price per share - transaction type i.e. buy/sell

Important note on useage limits – Sharesight is designed for investors. Due to the real-time nature of our performance calculations, Sharesight is not suitable for active traders with large trading volumes. Sharesight is limited to a maximum of 300 trades per holding and works best with less than 3000 trades per portfolio. Our CSV import tool allows a maximum of 500 trades per CSV file.

Last modified on August 3, 2020 UTC

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