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Lightyear

Sharesight allows you to bulk import your historical buy and sell trades directly from Lightyear

To bulk import your historical trading data from Lightyear to Sharesight:

  1. Login to your Lightyear account.

  2. Navigate to your trading account.

  3. Find the link to download your trades.

  4. In Sharesight, click on 'Search for your Broker' tile.

  5. Search for and select "Lightyear" broker tile.

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

  7. Click on "Confirm Upload".

  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.