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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 from Openmarkets.

  1. Login to your Openmarkets account.

  2. Navigate to your trading account.

  3. Find the link to download your trades.

  4. Search for Openmarkets broker tile on your Sharesight portfolio.

  5. Upload your file.

  6. Click on 'Confirm Upload'.(You will be able to review the import before it is saved.)

How to import new trades

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