Sharesight allows you to bulk import your historical buy and sell trades directly from Citi in two ways:
How to connect your Citi account via Snaptrade
Connecting your Citi account via SnapTrade is the easiest way to get your trades into Sharesight. The integration automatically syncs your historical and ongoing trades into your Sharesight portfolio — with no files to download or upload. We recommend using SnapTrade to connect Citi.
All Sharesight retail users can connect their Citi account using SnapTrade's integration. If you'd prefer to import manually, you can still upload a CSV file or forward your Activity Statement emails — see How to import historical trades and How to import new trades below.
Note: We only allow for the import of standard buy and sell trades via the integration. Short selling transactions, including short and cover trade types, are not supported. You can opt to import historical trades for the last 2 years during initial setup. Ongoing trades will be imported daily.
How to connect your Citi account to Sharesight via SnapTrade
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Log into Sharesight.
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Click Add investment then Upload via broker.
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Search for and select Citi.
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Click the Connect Citi button, then click Continue you will be directed to Citi,
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Login to confirm your identity with Citi.
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Confirm to share data with Sharesight
How to import your historical trades from CSV to Sharesight via file import
How to import historical trades
You can also bulk import your historical buy and sell trades in to Sharesight by uploading a spreadsheet. Read this help guide for step-by-step instructions on how to bulk import your historical trades.
How to import new trades
Read more about how to forward your Citi trade confirmations in this guide.
After importing your portfolio
Now that your portfolio is populated, see What to do after importing your portfolio for next steps.