Setting up your portfolio
Setting up your investment portfolio has never been easier, so let’s get started.
Sharesight idea! We recommend that you create a separate portfolio for each tax entity that you wish to manage in Sharesight.
There are a few different ways to add your trade data to Sharesight:
- Importing directly from your broker
- Bulk Importing via CSV
- Importing your holdings manually
- Importing contract notes via email
- Sharesight Connect
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