Tastytrade

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

How to import your historical trades

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

1 - Login to your Tastytrade account.

2 - Navigate to the History tab.

3 - Click Transactions and select the account.

4 - Scroll down to ensure all transactions are populated.

5 - Click the CSV icon to export.

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

7 - Select 'Tastytrade'.

8 - Upload the CSV file into Tastytrade 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.