Sharesight allows you to bulk import your historical buy and sell trades directly from XTB.
How to import your historical trades
To bulk import your historical trading data from XTB to Sharesight:
1 - Login to your XTB 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- In Sharesight, click on 'Import from a Broker' tile.
6 - Select 'XTB'.
7 - Upload the CSV file into XTB broker tile.
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.