Hi I’m trying to upload my trades from the excels that Hargreaves Lansdown provides but the format is completely different from the excel template required by Sharesight. It would take many hours to reformat all previous trades - can someone advise if there’s a quicker way? Thanks
Hi @Johnwho are you able to reach out to support via chat, send us the file and we can have a look? Thanks. Alternatively, a ‘quicker’ way is to setup opening balance instead of import all the history.