Equity&Super

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 Equity&Super using the trade confirmation emails feature. Read more about how to forward your Equity&Super contract notes in this guide.

After importing your portfolio

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