How to Migrate from Sharesight to SwingFolio

Why Traders Move From Sharesight

Sharesight is a solid portfolio tracker. It handles dividend tracking, corporate actions, and tax reporting well, and its 200+ broker integrations make it easy to keep positions up to date. For buy-and-hold investors tracking ETFs and dividend stocks, it does the job.

But if you are actively trading -- placing multiple entries and exits per week, running defined strategies, tracking risk per trade -- you will hit walls. Sharesight does not track stop losses, profit targets, R-multiples, or strategy tags. There is no trade journal. No per-trade analytics. No way to answer the question "which of my strategies is actually making money?"

If that describes your situation, here is how to move your trade history from Sharesight to SwingFolio without losing data.

Step 1: Export Your Trades From Sharesight

Sharesight stores your trade history in the All Trades Report. This is the export you need.

1. Log in to Sharesight on desktop (the mobile web app works, but desktop is easier for exports)
2. Click Reports in the top navigation
3. Select All Trades Report
4. Set the date range to cover your full history -- use the earliest possible start date and today as the end date
5. Click the export icon (green spreadsheet icon, top right of the report)
6. Choose XLS or CSV format

The export file includes these columns:

• Trade date -- when the trade was executed
• Trade type -- buy, sell, or adjustment
• Market -- the exchange (ASX, NYSE, etc.)
• Code -- the ticker symbol
• Quantity -- number of shares
• Price -- price per share at execution
• Brokerage -- fees paid on the trade
• Exchange rate -- for foreign currency trades
• Trade value -- total value of the transaction

Save this file somewhere accessible. You will need it in the next step.

What the Export Does Not Include

Sharesight is a portfolio tracker, not a trading journal. Its export will not contain:

• Stop loss levels
• Profit targets
• Strategy or setup type
• Entry rationale or trade notes
• R-multiple or risk data
• Position sizing methodology
• Screenshots or chart annotations

This is not a criticism of Sharesight -- it was never designed to track these things. But it means some data will need manual setup after you import into SwingFolio.

Step 2: Prepare the File for Import

SwingFolio's import wizard accepts CSV files and can map columns from various formats, including Sharesight exports.

Before importing, review your export for common issues:

Date format consistency. Sharesight typically exports dates in DD/MM/YYYY format for Australian accounts. SwingFolio's importer handles this, but verify that all dates in your file use the same format. Mixed formats (some DD/MM/YYYY, others MM/DD/YYYY) will cause mapping errors.

Corporate actions and adjustments. Sharesight records share splits, consolidations, and other corporate actions as adjustment entries. These may appear as trades with zero price or unusual quantities. Review these rows and decide whether to include them or handle them manually after import.

Dividend reinvestment plans (DRPs). If you have DRP entries in Sharesight, these appear as buy trades with small quantities. They will import correctly as buy trades in SwingFolio.

Multiple portfolios. If you have trades across multiple Sharesight portfolios, export each one separately. In SwingFolio, you can import each file into the corresponding portfolio.

Step 3: Import Into SwingFolio

1. In SwingFolio, navigate to your portfolio
2. Open the Import section
3. Upload your Sharesight CSV file
4. The column mapper will appear -- match each Sharesight column to the corresponding SwingFolio field:
   • Trade date maps to Date
   • Code maps to Ticker
   • Market maps to Exchange
   • Quantity maps to Units
   • Price maps to Price
   • Brokerage maps to Fees
   • Trade type maps to Side (buy/sell)
5. Review the preview table to confirm trades look correct
6. Click Import

SwingFolio will match your buy and sell trades to reconstruct positions, calculate entry prices, exit prices, and P&L for each trade.

Step 4: What Carries Over Automatically

After import, the following data will be populated from your Sharesight export:

• Trade history -- every buy and sell with dates, prices, quantities, and fees
• Position reconstruction -- SwingFolio matches buys to sells and calculates average entry prices
• P&L calculations -- profit and loss for each closed trade, including fee impact
• Portfolio timeline -- your full trading history with chronological context
• Currency handling -- exchange rates from the Sharesight export are used for foreign trades

Step 5: What Needs Manual Setup

Here is where the migration requires your input. These are the fields that make SwingFolio different from a portfolio tracker, and none of them exist in Sharesight.

Strategies

Create your trading strategies in SwingFolio first, then tag your imported trades to the relevant strategy. If you traded pullbacks to the 20-day moving average, create that strategy with its entry and exit rules, then assign it to the trades where you used it.

This is the most time-consuming part of the migration, but also the most valuable. Once your historical trades are tagged by strategy, SwingFolio can show you win rate, expectancy, and R-multiples per strategy -- data that was invisible in Sharesight.

You do not need to tag every trade immediately. Start with your most recent 3-6 months and work backwards as time allows.

Stop Losses and Targets

Sharesight does not record where your stop loss or profit target was on each trade. For historical trades, you have two options:

1. Add them from memory or your notes -- if you kept records elsewhere (spreadsheet, notebook, broker platform), enter the stop and target for each trade
2. Skip historical trades and start fresh -- tag stops and targets on new trades going forward. Your historical P&L is still accurate; you just will not have R-multiple data for older trades.

Trade Notes and Rationale

If you kept notes about why you entered trades (setup screenshots, market context, your reasoning), add them to the corresponding trades in SwingFolio. This is optional for historical trades but strongly recommended for new ones.

Step 6: Post-Migration Checklist

After importing, verify these items:

• Trade count matches -- compare the number of trades in SwingFolio to your Sharesight export row count (excluding adjustment rows)
• P&L spot check -- pick 5-10 closed trades at random and compare the P&L in SwingFolio to what Sharesight showed. Small rounding differences (cents) are normal; large discrepancies need investigation
• Open positions -- if you have open trades, verify the current holdings match between platforms
• Fee totals -- compare total brokerage fees for a sample period
• Strategies created -- set up your trading strategies and start tagging trades
• Alerts configured -- set up price alerts for your watchlist in SwingFolio

Should You Keep Sharesight Running?

Honestly, maybe. It depends on your situation.

If you also hold passive investments -- index ETFs, dividend stocks you plan to hold for years, managed funds -- Sharesight is still a good tool for tracking those. Its dividend tracking, DRP management, and tax reporting for buy-and-hold portfolios are mature and well-tested.

A practical approach is to use both tools for their strengths:

• SwingFolio for active trading: swing trades, strategy tracking, trade journaling, R-multiple analytics, and performance measurement
• Sharesight for passive holdings: long-term ETFs, dividend reinvestment, and end-of-year tax reporting on buy-and-hold positions

Some users run both during a transition period, then decide whether to consolidate once they are comfortable with the SwingFolio workflow.

If all your investing is active trading, you can close your Sharesight account after verifying your data migrated correctly. Your exported CSV serves as a permanent backup.

Common Migration Questions

How long does the import take? The file upload and mapping process takes 5-10 minutes. Strategy tagging for historical trades can take an hour or more depending on your trade volume.

Will my CGT calculations match? SwingFolio calculates Australian CGT using the same rules as Sharesight (FIFO method, 50% CGT discount for holdings over 12 months). Results should match for standard trades. If you have complex corporate actions, verify those trades individually.

What about dividends? Sharesight's strength is dividend tracking and franking credit management. SwingFolio tracks dividends received on positions but is primarily focused on active trade P&L. If dividend tracking is critical, this is one reason to keep Sharesight for your passive portfolio.

Can I import from multiple Sharesight portfolios? Yes. Export each portfolio separately and import each file into the corresponding SwingFolio portfolio.

Disclaimer: This article is general information only and does not constitute financial advice. Sharesight is a registered trademark of Sharesight Limited. The migration process described is based on currently available features and may change. Always verify your data after any migration between platforms.