Sharesight CSV Import Guide
Learn how to import your Sharesight trading data via CSV into Pocket Portfolio for seamless portfolio tracking.
About Sharesight
Portfolio tracking and tax reporting
Required CSV Columns
Your Sharesight CSV export must include these columns:
DateStockTypeQuantityPrice
Sample CSV Format
Date,Stock,Type,Quantity,Price,Currency 2024-01-01,AAPL,BUY,10,150.00,USD
Step-by-Step Import Guide
Step 1: Export Your Data
Log into your Sharesight account and navigate to the export or account statement section. Download your trading history or account statement as a CSV file.
Step 2: Verify Required Columns
Ensure your CSV contains the required columns listed above. If any columns are missing or named differently, you may need to rename them or export a different report from Sharesight.
Step 3: Sign In to Pocket Portfolio
Sign in to Pocket Portfolio using your Google account to access the CSV import feature. No registration required - just click "Sign in with Google".
Step 4: Upload Your CSV
Navigate to the dashboard and use the "Import CSV" feature to upload your exported data. Pocket Portfolio will automatically detect the Sharesight format and map the columns.
Step 5: Verify Import
Review your imported trades and positions to ensure everything looks correct. You can edit or delete individual trades if needed.
Tips & Troubleshooting
- Export transaction history from Sharesight
- Include all trade types
- Check that Stock column contains ticker symbols
Ready to Import Your Sharesight Data?
Sign in to Pocket Portfolio and import your Sharesight trading data in minutes.