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Import your Google Finance portfolio into Sharesight

by Angela Thompson, Sharesight
Update (11th December) – It’s NOT TOO LATE to download your Google Finance portfolio if you’re now seeing the new Google Finance page. Read our guide here to save your portfolio.

As you may have heard by now, Google is killing-off their Google Finance portfolio tracker in mid-November 2017. So if you’re looking to save/download a copy of your Google Finance portfolio data and continue to track the true performance of your investment portfolio online, we’ve made it easier than ever to import your existing portfolio directly into Sharesight.

Sharesight is an award-winning portfolio tracker that DIY investors around the world rely on for performance, dividend, and tax reporting. It’s really much more than a Google Finance alternative – for a side-by-side comparison, check out the 4 ways Sharesight is better than Google Finance.

featured - import google finance portfolio to sharesight

Importing your Google Finance portfolio into Sharesight is easy.

Essentially all you need to do is:

  1. Download your portfolio from Google Finance (as an OFX file)
  2. Upload it to Sharesight

sharesight - google finance importer

sharesight - google finance importer - upload ofx

Don’t worry – you’ll be given the chance to review and edit your trade data. But once you’ve made any necessary adjustments, your Sharesight portfolio will be populated with your Google Finance portfolio. This will allow you to view your portfolio performance across various date ranges (something you can’t do with Google Finance):

sharesight - portfolio overview - date range

Sharesight will even auto-populate your actual dividends (unlike Google Finance, who assume you only own 1 share’s worth):

sharesight - individual holding

To learn why Sharesight is more than just a Google Finance alternative, check out: 4 ways Sharesight is better than Google Finance.

For step-by-step instructions on importing your Google Finance portfolio to Sharesight, check out our dedicated help page: How to import your historical trading data from Google Finance portfolio to Sharesight.

Don’t wait until it’s too late. Sign up for a FREE Sharesight account and upload your Google Finance portfolio today!




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