Import Your Portfolio to ShareAlpha

Follow these simple steps to import your transaction history from Meroshare or TMS

MeroshareTMS

Import from TMS

Step 1:

Login to your TMS

Log into your TMS trading account with your username and password.

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Step 2:

Go to Trade Management → Historic Trade Book

Inside TMS, open Trade Management and select Historic Trade Book.

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Step 3:

Select Date Range

Choose the start date (your first trade) and the end date (today).

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Step 4:

Export the Data

Click Search → Export to Excel. The system will download your file.

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Step 5:

Import the Data

On ShareAlpha, use the 'Import All' feature or 'Import from TMS'.

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Step 6:

All Set

Fix any missing prices or merger details, then complete the import.

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Import from Meroshare

Step 1:

Log in to your Meroshare Account

Start by logging into your Meroshare account using your correct credentials.

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Step 2:

Navigate to My Transaction History

Inside your Meroshare dashboard, go to 'My Transaction History'.

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Step 3:

Click on Date Filter Option

Choose the specific date range to view your transaction records.

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Step 4:

Download CSV File

On the top-right corner, click the CSV download button.

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Step 5:

Import the Data Into ShareAlpha

On the ShareAlpha app → Portfolio → Profile → Options → Import from Meroshare.

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Step 6:

Choose the CSV File

Upload the transaction CSV file downloaded from Meroshare.

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Step 7:

Fill Missing Prices

Secondary buy transactions may need manual price entry before import.

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Step 8:

All Set

After adjusting missing data, you may import a single scrip or import all.

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Need help? Contact ShareAlpha support if you encounter any issues during import.