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InvestEngine

There are two ways to connect InvestEngine 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 add your portfolio email address under InvestEngine Notifications so future trades sync automatically.
  • Already using Sharesight? Skip the history import. Add your portfolio email address under Notifications > 3rd Party Trade Notifications in InvestEngine — future trades will be sent to Sharesight automatically. This is a one-time setup.

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.

  1. Login to your InvestEngine account.

  2. Navigate to your trading account.

  3. Find the link to download your trades.

  4. Check that your file download contains the required information.

  5. Login to or Sign up for Sharesight.

  6. Click the Add investment button.

  7. Search and select InvestEngine.

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

How to import new trades

Follow the steps below to have Investengine automatically send trade confirmation to your Sharesight account.

On Web:

  1. Log in at Investengine.

  2. Click your profile icon in the top right of the dashboard screen

  3. Under User settings click Notifications

  4. Add your Sharesight portfolio email address under 3rd Party Trade Notifications

On Mobile App:

  1. Tap on your profile in the top left corner of the app

  2. Under User settings tap Notifications

  3. Add your Sharesight portfolio email address under 3rd Party Trade Notifications

After importing your portfolio

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