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InvestEngine

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.

  1. Login to your InvestEngine account.

  2. Navigate to your trading account.

  3. Find the link to download your trades.

  4. Check that your file download contains the required information.

  5. Login to or Sign up for Sharesight.

  6. Click on Brokers tab at the top.

  7. Search and select InvestEngine.

  8. Upload your file. (You will be able to review the import before it is saved)

How to import new trades

Follow the steps below to have Investengine automatically send trade confirmation to your Sharesight account.

On Web:

  1. Log in at Investengine.

  2. Click your profile icon in the top right of the dashboard screen

  3. Under User settings click Notifications

  4. Add your Sharesight portfolio email address under 3rd Party Trade Notifications

On Mobile App:

  1. Tap on your profile in the top left corner of the app

  2. Under User settings tap Notifications

  3. Add your Sharesight portfolio email address under 3rd Party Trade Notifications