Adding Your Investments
Learn how to manually add or bulk import your shares and crypto trades into Holdings Tank, including how to sync with Sharesight and troubleshoot any mismatched tickers.
8 articles
How to add shares and crypto trades (not in bulk)Learn to add shares and crypto trades seamlessly in TaxTank to track and ensure accurate portfolio management reporting.
How to bulk import Crypto buy and sell tradesLearn how to bulk import your crypto trades into TaxTank using a CSV file for quick and easy tracking of your holdings and CGT calculations.
How to bulk import shares trades from any platformLearn how to import shares and crypto trades in bulk in Holdings Tank to calculate your current holding balances and any Capital Gains Tax.
How to create a Ticker and add unlisted assetsLearn how to create tickers and add unlisted assets in TaxTank to customise your asset tracking.
How to Integrate Sharesight with TaxTankIntegrate your Sharesight personal portfolio with TaxTank to eliminate manual data entry and maintain a live tax position year-round.
What to do when a Ticker doesn’t match when importing in Holdings tankLearn how to fix unmatched tickers in TaxTank’s Holdings Tank when bulk importing using CSV.
What to do when Tickers don't match when syncing with Sharesight Learn how to fix unmatched Tickers when syncing TaxTank with Sharesight, from delisted stocks to updated codes and custom entries.
What to do if you can’t upload or import your trades into the Holdings TankLearn why you may be experiencing issues uploading your trades, and how to fix formatting errors or use the correct CSV template.