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Interactive Investor

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.

To import historical trades:

  1. Login to your Interactive Investor account

  2. Click on Portfolio at the top.

  3. Select Transaction history from the drop down menu.

  4. Set the date range to include all transactions since inception.

  5. Click the download icon on the right side and select CSV.

  6. Search for Interactive Investor broker tile on your Sharesight portfolio.

  7. Choose the transaction currency on the file.

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

How to import new trades

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