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Yovich & Co Wealth Management
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 Yovich & Co Wealth Management using the trade confirmation emails feature. Read more about how to forward your contract notes in this guide.