Auto-track your Suncorp trades

by Angela Thompson, Senior Digital Marketing Manager, Sharesight | Oct 9th 2015

Last week, we announced our support of Select Equities Credit Suisse Trade Confirmation Emails. Today, we're adding yet another name to our ever-growing list of supported brokers for automatic trade tracking: Suncorp.

Suncorp - Featured

How to automatically track your Suncorp trades

Sharesight can automatically record your Suncorp trades by reading the PDF contract note attachments that are emailed to you by Suncorp after a trade has completed. By default, every Sharesight portfolio has a unique email address that is at the ready and "listening" for trades. You may either manually forward your Trade Confirmation Emails to this email address, or better yet, ask Suncorp to include it as a recipient when they send out the trade confirmation email. Once received, Sharesight will "read" the contract note and automatically record the trade details into your portfolio. Once the trade has been successfully recorded into your portfolio, a copy of the contract note PDF will be saved to the holding within your portfolio, and you'll receive a confirmation email from Sharesight.

With the addition of Suncorp, Sharesight currently processes Trade Confirmation Emails from 91 brokers across Australia and New Zealand. If you don't see your broker in our list of supported brokers, please leave a comment on our community forum so we can gauge interest and work towards supporting them in the future.


Retirement planning for investors3

4 ways to prepare your investment portfolio for retirement

by Stephanie Stefanovic | May 16th 2024

In this blog, we discuss retirement planning for investors, including four important factors every investor must consider.

Performance report

Evaluate your investment returns with the performance report

by Stephanie Stefanovic | May 13th 2024

One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.

Product updates May24

Sharesight product updates – May 2024

by Ben Clendon | May 2nd 2024

This month's focus was on expanding our broker support and streamlining the customer onboarding journey, as well as additional reporting and holding functions.