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Selfwealth

Import your Selfwealth trade history

Set up automatic sync for ongoing SelfWealth trades

Import SelfWealth trade history

Embedded content: https://www.youtube.com/watch?v=scA2Ndbihs8&t

1 – Login to Selfwealth.

2 - Select Settings.

SW 2

3 - Select Trading Account > Report.

SW 3

4 - Report Filters: Include Trades & Include Other.

SW 4

5 - Report Time Period: Custom.

SW 5 & 6

6 - Enter the date range of the trades to include in the spreadsheet. From: ‘01/01/2000’ (before your first trade). To: Today’s date.

7 - Select Export Rows: As CSV.

SW 7

8 - In Sharesight, click on Upload via Broker tile.

9 - Select Selfwealth.

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10 - Upload the CSV file.

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11 - Once you have verified the trade data, click Finish and Import All.

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Once the trades are saved, your Sharesight portfolio will be populated and the portfolio investments 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.

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Set up automatic sync for ongoing SelfWealth trades

Embedded content: https://www.youtube.com/watch?v=scA2Ndbihs8&t=128s