Craigs Investment Partners

There are two ways to connect Craigs Investment Partners 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 in the Craigs portal so future trades are sent to Sharesight automatically.
• Already using Sharesight? Skip the history import. Log in to the Craigs Investment Partners portal and add your portfolio email address to your contact details, or contact your adviser directly. This is a one-time setup — Craigs will then send each trade confirmation to Sharesight automatically.

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 automatically import ongoing trades

Log in to the Craigs Investment Partners portal, look for options to update contact details, add your portfolio email address. Or contact your adviser directly.

After importing your portfolio

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