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Degiro
Sharesight allows you to bulk import your historical buy and sell trades directly from Degiro.
Import historical trades
You will require a CSV file export out of Degiro to import your trading history into Sharesight. You can do this by following the below steps.
- Login to your DEGIRO account
- Navigate to Inbox on the menu left sidebar
- Select Transactions
- Set Start date to first buy and End date to present day
- Click on Export and select CSV
Once your file is downloaded, you can import it to Sharesight using the steps below.
1 – Login to Sharesight.
2 - Click Add investment then select Upload via broker.
3 - Search for and select DEGIRO.
4 – Click the 'Upload a file' button.
5 - Select the CSV of trades you wish to import.
6 - Click import.
How to import new trades
Sharesight supports Degiro using the trade confirmation emails feature. Read more about how to forward your contract notes in this guide.
After importing your portfolio
Now that your portfolio is populated, see What to do after importing your portfolio for next steps.