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.
How to import new trades
Please follow this guide to forward your Boag contract notes in to your Sharesight portfolio.
After importing your portfolio
Now that your portfolio is populated, see What to do after importing your portfolio for next steps.