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E*TRADE
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 your historical trades
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Login to your E*TRADE account
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Navigate to your trading account
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Find the link to download your trades
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Check that your file [contains the required information].
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Log in into your Sharesight account and search for E-trade broker.
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Upload your file. (You will be able to review the import before it is saved.)
How to import new trades
Sharesight supports E*TRADE using the trade confirmation emails feature. Read more about how to forward your E*TRADE contract notes in this guide.