Evans and Partners

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

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

After importing your portfolio

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