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Rivkin is a diversified financial services company, offering research and general advice on local and global markets, asset management for wholesale investors, stockbroking and contracts for difference (CFD) dealing, as well as self-managed superannuation fund (SMSF) administration and general accounting.

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

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

How we work together

Rivkin is a Sharesight Professional gold partner that leverages Sharesight to provide award-winning portfolio reporting to their clients.