Automatically add trades from E*TRADE into Sharesight

With support for more than 200brokers worldwide, it’s easier than ever to track your investment portfolio with Sharesight. Investors can automatically import historical and ongoing buy and sell trades into a Sharesight portfolio using the Trade Confirmation Emails sent by most brokers, which is a convenient way to keep your portfolio up-to-date.

E*TRADE Financial is one of the many brokers from which you can automatically import trades directly into your Sharesight portfolio. This gives United States investors the opportunity to leverage Sharesight’s award-winning performance, dividend tracking and tax reporting features.

Who is E*TRADE Financial?

E-Trade Financial Corporation (or E*TRADE) is a US-based discount broker that was established in 1982. The company’s online trading platform allows investors to purchase a range of US stocks, ETFs, mutual/managed funds and fixed income investments, with brokerage fees from $0. E*TRADE also provides research tools such as trading ideas, investment news and charting tools. Morgan Stanley announced its intention to acquire the broker in 2020.

Import your E*TRADE data to Sharesight

Sharesight allows you to import your historical and ongoing trades in US stocks and ETFs through the Trade Confirmation Emails feature, or you can choose to manually import your historical trades by uploading a spreadsheet file. Keep reading to learn more.

How to import historical trades through a spreadsheet

One simple way to import historical trades to Sharesight is by creating and formatting a spreadsheet file filled with trades from your trading account.

As long as the file contains all the required information, you can upload it to Sharesight and quickly bulk import the trading data you wish to see in your portfolio.

Use Sharesight’s Trade Confirmation Emails feature for ongoing trades

Sharesight’s Trade Confirmation Emails feature is an effortless way to import historical and ongoing trades to a Sharesight portfolio. By simply having your broker’s trade confirmations forwarded to your unique Sharesight email address, all of your trades are synced to your portfolio, inclusive of corporate actions such as dividends, mergers and stock splits, with no effort on your part.

Note: This feature is designed primarily for ongoing trades, but it can also be used to fill in historical trades in your Sharesight portfolio. All you need to do is manually forward the Trade Confirmation Emails for the trades you wish to see in your portfolio, starting with the earliest trade you want included.

Get started with Sharesight

Join thousands of investors already using Sharesight to manage their investment portfolios. With Sharesight you can:

• Track all of your investments in one place, including US and international stocks, mutual/managed funds, property and even cryptocurrency

• Automatically track your dividend and distribution income from stocks, ETFs and mutual/managed Funds

• Run powerful reports built for investors, including Performance, Portfolio Diversity, Contribution Analysis and Future Income

• See the true picture of your investment performance, including the impact of brokerage fees, dividends, and capital gains with Sharesight’s annualised performance calculation methodology

FURTHER READING

• Getting started with Sharesight

• How Sharesight calculates your investment performance

• How to track exchange-traded funds (ETFs)

• Import trades via your broker’s trade confirmations