Automatically import trades from Superhero to Sharesight

With support for more than 200 global brokers and over 240,000 stocks, ETFs and mutual/managed funds, it’s easier than ever to track your investments with Sharesight.

Investors trading through Australian broker Superhero can automatically import historical and ongoing trades into their Sharesight portfolio, giving them access to Sharesight’s award-winning performance, dividend tracking and tax reporting features.

Who is Superhero?

Established in 2020, Superhero is an Australian broker with a low-cost online trading platform that provides access to ETFs and stocks on the ASX. The broker offers free brokerage for ETFs and a flat $5 fee for trades in stocks, with a minimum trade value of $100. Other features include basic reporting, market data and watchlists, with more features and trading options available under the broker’s monthly subscription service.

Import your Superhero data Sharesight

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

By importing your trades with Superhero to Sharesight, you can easily track your performance across multiple brokers, or use Sharesight’s advanced performance and tax reporting designed for the needs of Australian investors.

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 Australian investors already using Sharesight to manage their investment portfolios. With Sharesight you can:

• Automatically track your dividend and distribution income from stocks, ETFs, LICs and Mutual/Managed Funds – including the value of franking credits

• Use the Dividend Reinvestment Plan (DRPs/DRIPs) feature to track the impact of DRP transactions on your performance (and tax)

• 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

• Run powerful tax reports to calculate your dividend income with the Taxable Income Report

• Plus calculate your CGT obligations with Sharesight’s Australian Capital Gains Tax Report and Unrealised Capital Gains Tax Report

FURTHER READING

• How Sharesight calculates your investment performance

• 5 ways Sharesight helps Australian investors at tax time

• How to track exchange-traded funds (ETFs)

• Import trades via your broker’s trade confirmations