Stockspot

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.

1. Login to your Stockspot 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.

5. Login to or Sign up for Sharesight.

6. Click on Search for your broker or Add investment then Upload via broker.

7. Search and select 'Stockspot'.

8. Upload your file. (You will be able to review the import before it is saved)

After importing your portfolio

Now that your portfolio is populated, see What to do after importing your portfolio for next steps.