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Centric Capital

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.

To import historical trades:

  1. Login to your Centric account

  2. Select Documents.

  3. Select report type Client transaction listing Excel.

  4. Select the date range.

  5. Click Generate Report.

  6. Search for Centric broker tile on your Sharesight portfolio.

  7. Upload your file and click on "Confirm Upload". (You will be able to review the import before it is saved)

How to import new trades

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