![]() Your returns will be calculated with Sharesight’s performance calculation methodology, which is a money-weighted return methodology, meaning the investment performance figures take account of the size and timing of cash flows. Once the trades are saved, your Sharesight portfolio will be populated and the Portfolio Overview page will load.Once you have verified the trade data, click ‘Save all transactions’.The solutions to common errors can be found here. If trades appear in red, this means that Sharesight can’t upload the trade or the trade will cause errors in your portfolio. Verify and edit the trade data as required. The Trades to import into Portfolio page will show an itemised list of all trades imported from the exported Yahoo Finance CSV file.From the 'Import your historical trades from your Yahoo Finance account' window, click the ‘Upload’ button.The file will likely be in your downloads folder. From the ‘Open file’ window, find and select your exported Yahoo Finance file.From the 'Import your historical trade from your Yahoo Finance account' window, click the ‘Choose file’ button.This will download all buys and sells input into Yahoo Finance. ![]() In Yahoo Finance ‘My Portfolios’, select ‘Export’.From the ‘Import your historical trade from Yahoo Finance' window, select the Yahoo Finance link.On the ‘Let's get started by adding some trades’ page, select the Yahoo Finance tile from the ‘Broker & Provider Import’ tab on the right-hand side of the screen. ![]() How to import your historical trades from Yahoo Finance to Sharesight Sharesight allows you to bulk import your historical buy and sell trades directly from Yahoo Finance.
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