Download CSV from Commsec, NAB trade and Westpac

There are several ways to add your historical trading data to your Sharesight portfolio. A reliable option is the csv file upload. To assist you in retrieving the data from the above-mentioned brokers please follow the instructions below. Please also note that our import feature will help you to format the file and ensure that all necessary data is processed for you.

Once you add your trading history to Sharesight, we’ll populate most of the dividends and corporate actions so there’s no need to worry about adding these!

Key points handled in this topic:

How do I download the csv file from my Commsec account?

Please follow the steps below to retrieve your historical transactions file from Commsec:

  1. Login and go to the Portfolio tab and click into the specific account that you’d like to add to Sharesight.
  2. Next click on the Transactions tab and set the date range wide enough to include your entire trading history for Sharesight to be able to calculate your lifetime performance.

Commseccsvfileimport1

3. When the data is displayed on the screen click the “CSV” link to download the file.

Commseccsvfileimport2

How do I upload the csv file to my Sharesight portfolio?
You’ll need to do some simple formatting within the CSV file in order for Sharesight to recognise the data and columns.

How do I download the csv file from my NAB trade account?

Please follow the steps below to retrieve your historical transactions file from NAB trade:

  1. Login to your NAB trade account and navigate to the Trading tab at top of page.
  2. From the drop-down > select Confirmations.

NABcsvfile1

3. Next set the date range. Set it wide enough to include your entire trading history for Sharesight to be able to calculate your lifetime performance.
4. When the data is displayed on the screen click the “CSV” link to download the file.

NABcsvfileimport2

How do I upload the csv file to my Sharesight portfolio?
You’ll need to do some simple formatting within the CSV file in order for Sharesight to recognise the data and columns.

How do I download the csv file from my Westpac account?

  1. Login to your Westpac account and click My Account
  2. Click Holdings & Accounts and set the date range wide enough to include your entire trading history for Sharesight to be able to calculate your lifetime performance.
  3. Then ‘Download CSV’ link to download the file.

Westpaccsvfileimport1

How do I upload the csv file to my Sharesight portfolio?

You’ll need to do some simple formatting within the CSV file in order for Sharesight to recognise the data and columns.

Last modified on March 11, 2016