Clicktrade

Sharesight supports Clicktrade using the trade confirmation emails feature, so you can automatically import your new Clicktrade buy and sell trades into your Sharesight portfolio.

How to import historical trades

You can bulk import your historical buy and sell trades in to Sharesight by uploading a spreadsheet. Read this help guide for step-by-step instructions on how to bulk import your historical trades.

How to import new trades

Forward your Clicktrade trade confirmation emails to Sharesight and your buy and sell trades will be automatically added to your portfolio. Read more about how to forward your trade confirmations in this guide.

After importing your portfolio

Now that your portfolio is populated, see What to do after importing your portfolio for next steps.