How to Import Opening Trades into Sharesight Using CSV (CommSec, Selfwealth, Superhero)

How to Import Trades into Sharesight (CSV Tutorial)

If you're using brokers like CommSec, Selfwealth, or Superhero, importing your opening trades into Sharesight is fast, secure, and doesn’t require sharing your login details. This is particularly important if you are new to Sharesight and have an existing portfolio that you have been tracking using either your broker's reports or a manual spreadsheet.

In this short video, I walk you through:

- Downloading your transaction history in CSV format

- Uploading it into Sharesight

- Automatically tracking dividends, price changes, and corporate actions

🎥 Watch the tutorial below:

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📌 Want the full beginner’s guide? Watch it here