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Interactive Investor

There are two ways to connect Interactive Investor to Sharesight depending on where you are in your setup:

  • New to Sharesight? Start by importing your full trade history using the steps below, then forward each new contract note PDF to your portfolio email address.
  • Already using Sharesight? Skip the history import. Download your contract note PDF from Interactive Investor and email it to your portfolio email address. Each trade should appear in Sharesight within minutes.

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.

To import historical trades:

  1. Login to your Interactive Investor account

  2. Click on Portfolio at the top.

  3. Select Transaction history from the drop down menu.

  4. Set the date range to include all transactions since inception.

  5. Click the download icon on the right side and select CSV.

  6. Search for Interactive Investor broker tile on your Sharesight portfolio.

  7. Choose the transaction currency on the file.

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

How to import new trades

Sharesight supports Interactive Investor using the trade confirmation emails feature. Interactive Investor does not send out trade confirmation. You have to download the PDF, attach in an email and send it to your portfolio email address.

After importing your portfolio

Now that your portfolio is populated, see What to do after importing your portfolio for next steps.