To download your transaction history for any shareholdings you have listed on Sharesies Private, please log in to your account.
The overview page shows your investment entities. Click on the investment entity you'd like to get a transaction history for.
Choose the company your investment entity has shareholdings in to access your Dashboard.
From your Dashboard click on 'Shareholdings' from your left side menu.
At this point you will have an option to view your share transactions by date or by parcel (if the parcel module is activated for your company).
The transaction history includes the date, name of the company, the parties to the transaction (if a transfer), the type of transaction (issue, transfer or cancel), the share class, the share price (if supplied), the number of shares involved in the transaction, and the funding round (if applicable). If there are any documents stored on the transaction they can be accessed by clicking on the 'i' icon
If your company has the parcel module activated parcel history can be viewed by clicking on the dropdown to the right of each parcel. The history within the parcel includes the date, number of shares and cost basis for each sell.
To download your transaction history click on the 'Export transactions' button. Your transaction history will download as a CSV file which can be opened in spreadsheeting applications such as Microsoft Excel, Google Sheets, Apple Numbers etc.
Each transaction has a unique ID number if you need to query a particular transaction with the company.