Tutorial: Transferring ShareScope portfolios to SharePad

In order to help ShareScope users who have chosen to start a SharePad subscription, we have created a tool which will allow the transfer of their ShareScope portfolios into SharePad. This tool has been added to version 7.2.0 of ShareScope.

If you are currently running an earlier version, you can either wait for ShareScope to offer you an upgrade, or you can download the latest version from here. (You can check which version of ShareScope you are running by selecting Help : About ShareScope)

Please note that because of the portfolio structure in SharePad, only ShareScope to SharePad transfers are possible, not the other way round.

Firstly, open ShareScope and select File : Export : Export Portfolios to SharePad.

Then, enter your login details in the dialog box. These are the same e-mail & password you use to login to SharePad.

Make sure you receive a Portfolios successfully uploaded message, then login into SharePad.

Once opened, select Options : Import ShareScope portfolios...

This will open a dialog box which will allow you to choose which of your ShareScope portfolios will get imported into SharePad.

To view your newly imported portfolios press the Port button on the main toolbar.