Canaccord Genuity

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 Canaccord Genuity's trade confirmations. Please follow this guide to forward your contract notes from Canaccord Genuity to Sharesight.