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CoinSpot

How to import historical trades

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

  1. Login to your CoinSpot account.

  2. Click on User Icon located on the top right corner.

  3. Click on Order History.

  4. Set the date filter and click on Buys/Sells CSV.

  5. Login to or Sign up for Sharesight.

  6. Click on Brokers tab at the top.

  7. Search and select 'CoinSpot'.

  8. Upload your file. (You will be able to review the import before it is saved)

How to import new trades

You can enter the trade manually or email the trade confirmation (invoice).

Add trade manually

coinspot add trade manually

  1. In Sharesight, click Add trade or adjustment

  2. Trade date > Transaction date

  3. Amount > Quantity

  4. Rate Ex Fee > Exchange rate (BTC/AUD)

  5. Fee > Brokerage

Email trade confirmation

  1. Login to your CoinSpot account.

  2. Click on User Icon located on the top right corner.

  3. Click on Order History.

  4. Next to each transaction, click on Invoice download button

  5. Print > Save as PDF

  6. Attach PDF to a new email

  7. Send it to your portfolio email address