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St.George Bank

How to import historical trades

You can bulk import your historical buy and sell trades from St George 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 - Log in to either the Directshares Standard or Directshares Pro platforms

2 - Under the Account drop down menu, click on Confirmations

3 - Select the time frame from the drop down menu.

4 - Choose the file format you wish to download from the Download drop down menu and click Download

5 - Search for St George broker tile on your Sharesight portfolio.

6 - Upload your file and click on "Confirm Upload". (You will be able to review the import before it is saved)

How to import new trades

Sharesight supports St.George Bank using the trade confirmation emails feature. Read more about how to forward your contract notes in this guide.