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How to import historical trades

You can bulk import your historical buy and sell trades in to Sharesight by uploading a spreadsheet. Follow the steps below for step-by-step instructions on how to bulk import your historical trades.

To import your historical trades

  1. Login to your E*TRADE account

  2. Navigate to your trading account

  3. Find the link to download your trades

  4. Check that your file [contains the required information].

  5. Log in into your Sharesight account and search for E-trade broker.

  6. Upload your file. (You will be able to review the import before it is saved.)

How to import new trades

Sharesight supports E*TRADE using the trade confirmation emails feature. Read more about how to forward your E*TRADE contract notes in this guide.