How to import historical trades
Sharesight does not support CFDs, commodities, currencies trades.
You need to convert Etoro account statement csv file to Sharesight format before import into Sharesight.
1 - Download your eToro account statement csv file
2 - Go to ChatGPT
3 - Upload the file
4 - Copy paste the prompt below
Transform the provided trade file into a CSV that can be directly imported into Sharesight.
Output Requirements
Output format: CSV
Headers must match exactly
File must be ready for direct import into Sharesight
Exclude any rows that do not meet the filtering rules below
Row Filtering Rules
Exclude rows where Asset type = CFD
Include only rows where Type is:
Open Position
Position closed
Ignore all other rows
Column Mapping Rules
Column A – Trade date
Header: Trade date
Source column: Date
Format: YYYY-MM-DD
Column B – Trade type
Header: Trade type
Source column: Type
Mapping:
Open Position → BUY
Position closed → SELL
Column C – Ticker code
Header: Instrument code
Source column: Details
Rule:
Split the string using the last forward slash ( / ) only
Examples:
VOO/USD → Ticker: VOO
BRK/B/USD → Ticker: BRK/B
Column D – Market code
Header: Market code
Source: extracted from the Details column (after the last /)
Map currency to Sharesight-supported exchanges:
AUD → ASX
USD → NASDAQ (default)
GBP → LSE
Reference:
https://www.sharesight.com/au/supported-stock-exchanges-managed-funds-mutual-funds/
Column E – Price
Header: Price
Source column: Unit Price
Column F – Quantity
Header: Quantity
Source column: Units / Contracts
5 - Go to Sharesight
6 - Select Upload self managed CSV
7 - Upload the file