BlogSharesight Features & Tips

Automatically import SelfWealth trades into Sharesight

by David Olsen, Content Manager, Sharesight

Did you know that you can automatically import trades from over 170 brokers around the world into your Sharesight portfolio? In 2012 we developed a solution that allows you to automatically record your buy and sell trades via the Trade Confirmation Emails (contract notes) emailed to you when you trade with some brokers.

This means investors trading with SelfWealth can easily import trades in Australian and US stocks to their Sharesight portfolio, making it easier than ever for Australian investors to leverage Sharesight’s award-winning performance, dividend tracking and tax reporting features.

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Who is SelfWealth?

Established in 2012, SelfWealth is an Australian broker with an online trading platform that offers $9.50 flat-fee trades on Australian and US stocks. The platform allows Australian investors to trade on the Australian Securities Exchange (ASX), New York Stock Exchange (NYSE) and Nasdaq, which Sharesight also supports. Other key features include a portfolio comparison tool that allows investors to monitor other traders’ profitable portfolios, as well as a research tool that gives investors access to data on featured stocks.

Import your SelfWealth data to Sharesight

Sharesight allows you to import your historical and ongoing trades in Australian and 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 uploading a spreadsheet file filled with trades from your trading account. All you need to do is select “Import from a broker” from Sharesight’s “Add holdings” screen, then select the SelfWealth broker tile to get started.

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You will then have the option of uploading your spreadsheet file, which will allow you to quickly bulk import the trading data you wish to see in your portfolio.

Note: You can also upload your spreadsheet file by clicking “Import from a File” on the “Add holdings” page, however you may be required to format your file to ensure it contains all the required information. To avoid this, it is advised that you upload your spreadsheet file using the method outlined above.

For more information on importing SelfWealth trades to Sharesight via spreadsheet, see our Help page.

Use Sharesight’s Trade Confirmation Emails feature for ongoing trades

It’s easy to use Sharesight’s Trade Confirmation Emails feature to automatically add ongoing SelfWealth trades to your Sharesight portfolio. Read our Trade Confirmation Emails help page to get started, then send your trade confirmations to your unique portfolio email address located under the Integrations tab in the Trade Confirmation Emails section.

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How to automatically email SelfWealth trade confirmations to Sharesight

It is possible to set up your SelfWealth brokerage account to automatically send a copy of your trade confirmation emails to Sharesight. To set this up in SelfWealth, just follow these simple steps:

  1. Once you’re signed into SelfWealth, click “Trading Account” on the bottom left hand side of the page.

  2. Click “Contract Notes”.

  3. Click “Add New”, paste your Sharesight portfolio email address, and click “Save”.

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Note: While the Trade Confirmation Emails feature can also be used to import historical trades, for bulk imports it is suggested that you upload your trades via spreadsheet file, as outlined in the section above.

For more help with syncing SelfWealth trades to Sharesight, you can also watch Sharesight’s guide on YouTube.

Start tracking your SelfWealth trades with Sharesight

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

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