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How to import historical trades

You can bulk import your historical buy and sell trades in to Sharesight by uploading a spreadsheet. For step-by-step instructions on how to bulk import your historical trades, please follow the steps below.

1 - Login to your Robinhood account.

2 - Navigate to your trading account.

3 - Find the link to download your trades.

4 - In Sharesight, click on 'Import from a Broker' tile.

5 - Search and Select 'Robinhood'.

6 - Upload the CSV file into Robinhood broker tile.

7 - Once you have verified the trade data, click ‘Finish and Import All’.

Once the trades are saved, your Sharesight portfolio will be populated and the portfolio overview page will load.

Your holdings will be calculated with Sharesight’s performance calculation methodology which is a money-weighted return methodology, meaning the performance figures take account of the size and timing of cash flows.

Sharesight will automatically create dividends and corporate actions for the holdings you have imported.

How to import new trades

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