Sharesight doesn't hold your shares or your brokerage account — it's a tracking and tax-reporting layer that sits on top of whichever brokerage you actually trade through. That means the trade history sitting inside your Sharesight portfolio almost always originated somewhere else first. Moving to HCC StockWatcher is really a question of finding that original source and importing it directly, so this guide walks through how, rather than repeating a feature-by-feature comparison (that lives on our Sharesight alternative page instead).
Where your Sharesight data actually came from
Sharesight gets trades into your portfolio one of two ways: an automatic broker connection, or a CSV/PDF/trade-confirmation upload you did yourself. Sharesight's own partner directory names several North American brokers it connects to directly, including Questrade, BMO InvestorLine, RBC Direct, and National Bank Direct Brokerage. Either way, the transactions came from your brokerage's own records first — Sharesight is a second copy, not the original.
Exporting from Sharesight itself
If you'd rather export what's already inside Sharesight than go back to your brokerage, its All Trades report lists every trade's date, type (buy, sell, or adjustment), quantity, price, brokerage fees, exchange rate, and trade value, and can be exported to Google Sheets, an XLS spreadsheet, or a PDF file.
Which of our parsers can read it
Sharesight's own trade-report export uses its own column layout, so none of our 12 brokerage parsers will auto-detect that file directly. The more direct route: Sharesight's own Canadian partner directory names Questrade, BMO InvestorLine, RBC Direct, and National Bank Direct Brokerage among the brokers it works with, and all four overlap with our supported list. If your account sits at one of those, export your activity history straight from that brokerage's own site instead — our parser for that brokerage auto-detects the file on upload with no reformatting.
If your brokerage isn't one of those
Check your brokerage's own CSV export against StockWatcher's 12 supported formats (Questrade, Wealthsimple, Fidelity, Schwab, Robinhood, RBC Direct Investing, BMO InvestorLine, E*Trade, Vanguard, Scotia iTRADE, NBDB, and Interactive Brokers). If it isn't one of them, plan on entering historical trades by hand rather than assuming any CSV will auto-import.
What needs manual entry
If you do export from Sharesight itself rather than your brokerage, that report won't map onto any of our parsers, so you'll need to add those trades one at a time using StockWatcher's Add Transaction form — date, symbol, quantity, price, and fees, read straight off the report. Custom groups, tags, or notes you built inside Sharesight also have no equivalent field to import into automatically.
What won't transfer at all
Sharesight tracks some asset types StockWatcher does not — unlisted investments and precious metals are supported inside Sharesight but have no matching holding type here, so those positions can't be represented in StockWatcher at all.
Sharesight documentation (verify current details)
Disclaimer: This guide is for informational purposes only. Export steps, partner integrations, and report formats may have changed since publication — verify current options on Sharesight's own site before you begin. HCC StockWatcher is the publisher of this article and has an obvious interest in you switching.
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