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Bell Potter

Sharesight allows you to bulk import your historical buy and sell trades directly from Bell Potter. You can also have your ongoing trades automatically synced to your Sharesight portfolio. Keep reading to learn how.

How to import your historical trades

  1. Login to your Bell Potter account.
  2. Navigate to My Investments.
  3. Click on Contract Note.
  4. Download the Excel File.
  5. Upload your file through the Bell Potter broker tile, which can be accessed via the Brokers tab on Sharesight.

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

Please follow this guide to forward Bell Potter trade confirmations in to your Sharesight portfolio.