Nordnet

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

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

1 - Login to your Nordnet account.

2 - Navigate to 'My page' (Sivuni).

3 - Select 'Transactions and calculations' (Tapahtumat ja laskelmat).

4 - Set the date range to cover all the historical trades.

5 - Click on 'Export to CSV file' (Vie CSV-tiedostoon)

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

7 - Select 'Nordnet'.

8 - Upload the CSV file into Nordnet broker tile.

9 - 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.

How to import ongoing trades

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