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Swissquote

How to import historical trades

You can bulk import your historical buy and sell trades in to Sharesight by uploading a spreadsheet. Please follow the steps below for step-by-step instructions on how to bulk import your historical trades.

  1. Login to your Swissquote account.

  2. Navigate to Account Overview.

  3. Select Transactions.

  4. Set the timeframe to cover all historical trades.

  5. Click Export CSV in the top right

  6. Search for Swissquote broker tile on your Sharesight portfolio.

  7. Upload the file.

  8. Click on confirm upload. (You will be able to review the import before it is saved.)

How to import new trades

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