Back to brokers & apps

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