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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 historical trades:

  1. Login to your Fidelity account

  2. Select the Activity & Orders tab.

  3. Select the History tab.

  4. Select the timeframe in the Time Period filter (note you can select any 93 day period going back 5 years).

  5. Click Download.

  6. Search for Fidelity broker tile on your Sharesight portfolio.

  7. Upload your file and click on "Confirm Upload". (You will be able to review the import before it is saved)

How to import new trades

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