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Selfwealth

Sharesight allows you to bulk import your historical buy and sell trades directly from SelfWealth. You can also have your ongoing trades automatically synced to your Sharesight portfolio. Keep reading to learn how.

  • New to Sharesight? Start by importing your full trade history using the steps below, then set up trade confirmation emails so future trades are imported automatically.
  • Already using Sharesight? Skip the history import. Add your portfolio email address to your SelfWealth account under Trading Account > Contract Notes — SelfWealth will then automatically send each contract note to Sharesight every time you trade. This is a one-time setup.

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How to import your historical trades from SelfWealth

How to automatically import future trades from SelfWealth

How to import your historical trades from SelfWealth

Note: This is a one-time setup to import your full trade history. For any trades placed after your initial import, use the trade confirmation emails section below — do not re-upload the CSV.

1 – Login to Selfwealth.

2 - Select Settings.

SW 2

3 - Select Trading Account > Report.

SW 3

4 - Report Filters: Include Trades & Include Other.

SW 4

5 - Report Time Period: Custom.

SW 5 & 6

6 - Enter the date range of the trades to include in the spreadsheet. From: '01/01/2000' (before your first trade). To: Today's date.

7 - Select Export Rows: As CSV.

SW 7

8 - In Sharesight, click Add investment > Upload via broker.

9 - Select Selfwealth.

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10 - Upload the CSV file.

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11 - Once you have verified the trade data, click Finish and Import All.

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Once the trades are saved, your Sharesight portfolio will be populated and the Portfolio Investments Page will load.

Your holdings will be calculated with Sharesight's performance calculation methodology, which is a money-weighted return methodology, meaning the performance figures take account of the size and timing of cash flows.

Sharesight will automatically create dividends and corporate actions for the holdings you have imported.

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How to automatically import future trades from SelfWealth

Once set up, SelfWealth will automatically email your contract note to Sharesight every time you place a trade — no manual steps required after the initial setup.

  1. Log in to SelfWealth.

  2. Click on your Trading Account in the left sidebar.

  3. Go to Contract Notes.

  4. Under Contract Note Email Addresses, click Add New.

  5. Enter your portfolio email address.

  6. Click Save.

After importing your portfolio

Now that your portfolio is populated, see What to do after importing your portfolio for next steps.