Barclay Wells

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 Barclay Wells 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.