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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. Read this help guide for step-by-step instructions on how to bulk import your historical trades.

  1. Log into your Superhero account.

  2. Select 'Reports' (left sidebar).

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  1. Select 'Custom Period' to cover all trades since inception.

  2. Go to 'Transaction Statement'.

  3. Click on the csv tile to download the file.

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  1. Open the file using an Excel Spreadsheet or Google Sheet.

  2. Delete row 1 to 9 leaving only the column header and data.

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  1. Add the value in GST column (column J) into Brokerage column (column I).

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  1. Add a new column ‘Market Code’ and fill them with ‘ASX’ for ASX trades; ‘NYSE’ or ‘NASDAQ’ for US trades.

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  1. Save file as a new file.

  2. Go to our generic file importer.

  3. Select file.

  4. select 'Next' On the Bulk Trade Importer - Column Selection:

How to import new trades

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