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AJ Bell

How to import historical trades

You can 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

Sharesight supports AJ Bell using the trade confirmation emails feature. Read here on how to get AJ Bell to send a contract note to your Sharesight portfolio.

  1. Log into your AJ Bell account
  2. Send a secure message
  3. Request AJ Bell to send a copy of all future contract notes to your Sharesight portfolio email address.