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Raiz

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 Raiz account.

  2. Select My Settings.

  3. Select Statements.

  4. Select Send CSV of all trades to date.

  5. Send the file to your email (it will take a few moments to arrive in your inbox).

  6. When you receive the email from Raiz, download the file.

  7. Search for Raiz broker tile on your Sharesight portfolio.

  8. Upload your file.

  9. Click on 'Confirm Upload'.(You will be able to review the import before it is saved.)

How to import new trades

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