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How to export your trades from Sharesies

In this article, we provide a step-by-step guide on how to export your trades from Sharesies.

MOBILE APP

  1. Go to Sharesies Mobile App.
  2. Tab Account icon then Generate Reports
  3. Select targeted time period
  4. Choose Transaction Report CSV as investment report type
  5. Tab Export Report
  6. Upload the exported file in the upload box

WEBSITE

  1. Go to Sharesies website and log in to your account.
  2. Click on the menu button on the top left corner > Account
  3. Click on Generate Reports
  4. Select targeted time period
  5. Choose Transaction Report CSV as investment report type
  6. Click on Export Report
  7. Upload the exported file in the upload box

One of the most convenient methods to add trades to Portseido is by uploading brokerage statements. Simply follow the steps above to export your trades from your brokerage account. Then, upload them to Portseido, and we will automatically process and add them to your portfolio.