Bell Potter

Sharesight allows you to bulk import your historical buy and sell trades directly from Bell Potter. You can also have your ongoing trades automatically synced to your Sharesight portfolio. Keep reading to learn how.

How to import Bell Potter historical trades

1. Log in to your Bell Potter account.
2. In your Bell Potter account, navigate to My Investments.
3. Click on Contract Note.
4. Download the Excel file.
5. In Sharesight, click Add investment > Upload via broker, search for Bell Potter and upload your file.

How to import new Bell Potter trades

Please follow this guide to forward Bell Potter trade confirmation emails into your Sharesight portfolio.