PSG Wealth

Sharesight allows you to bulk import your historical buy and sell trades directly from PSG Wealth.

To bulk import your historical trading data from PSG Wealth to Sharesight:

1 - Login to your PSG Wealth account.

2 - Select the Sales and purchases tab.

3 - Select the date range.

4 - Click Export to Excel and save the file.

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

6 - Search for 'PSG Wealth'.

7 - Upload the Excel file into PSG Wealth broker tile.(You will be able to review the import before it is saved.)

8 - 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.