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InvestEngine

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 InvestEngine account.

  2. Navigate to your trading account.

  3. Find the link to download your trades.

  4. Check that your file download contains the required information.

  5. Login to or Sign up for Sharesight.

  6. Click on Brokers tab at the top.

  7. Search and select 'InvestEngine'.

  8. Upload your file. (You will be able to review the import before it is saved)

How to import new trades

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