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Sharesight allows you to bulk import your historical buy and sell trades directly from Avanza.

Import historical trades

Follow the steps mentioned below to import your trading history into Sharesight.

1 - Login to your Avanza account.

2 - Navigate to your trading account.

3 - Find the link to download your trades.

4 - Check that your file download contains the required information.

Once your file is downloaded, you can import it to Sharesight using the steps below.

1 – Login to Sharesight.

2 - Select the ‘Import from your Broker’ tile.

3 - Click on the ‘Avanza’ tile.

4 - Click the 'Upload a file' button.

5 – Upload the CSV file into Avanza broker tile.

6 - Once you have verified the trade data, click ‘Finish and Import All’.

Once the trades are saved, your Sharesight portfolio will be populated and the portfolio overview page will load.

Your holdings will be calculated with Sharesight’s performance calculation methodology which is a money-weighted return methodology, meaning the performance figures take account of the size and timing of cash flows.

Sharesight will automatically create dividends and corporate actions for the holdings you have imported.