Bulk importing via CSV

The file import feature allows you to import a CSV spreadsheet file containing either your historical buy and sell trades or opening balances for each shareholding. Most online share brokers will be able to provide you with your transaction history in a csv format. Click here for more information on how to download a csv file from popular brokers Commsec, NAB trade and Westpac.

File Format

The file upload facility supports comma separated value (CSV) files. If you are creating or modifying a file in a spreadsheet program such as Microsoft Excel, it is important that you save the file as a CSV before uploading to Sharesight. To do this, click ‘save as’ and then choose CSV in the file type drop down box.

excel csv file

The first row of your file should contain a header for each column as described on the following pages. It is important that the column headers and data values match the format supplied below to ensure that your data is imported correctly.

Bulk Importing Data Types

Last modified on March 11, 2016