Automatically import trades from Westpac to Sharesight

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

Westpac is one of more than 200 global brokers supported by Sharesight. The portfolio tracker provides investors with automatically updated price and dividend information on over 240,000 stocks, ETFs and mutual/managed funds, making it easier than ever to track the performance of your investments.

Who is Westpac?

Established in 1817 and originally known as the Bank of New South Wales, Westpac is the oldest banking institution in Australia. The bank has an online share trading platform which gives Australian investors access to a range of Australian and international equities, ETFs and options, with brokerage fees starting from $19.95. The platform enables investors to trade in a range of global markets including the New York Stock Exchange (NYSE), Nasdaq, London Stock Exchange (LSE) and Hong Kong Stock Exchange (HKG), which Sharesight also supports. Other features of Westpac’s share trading platform include the option to invest in managed portfolios, as well as access to research, custom charting tools and trading alerts.

Why you should import your Westpac trades to Sharesight

By importing your trades with Westpac to Sharesight, you can easily track your investment performance across multiple brokers and asset classes, or take advantage of Sharesight’s advanced performance and tax reporting designed for the needs of Australian investors.

Unlike the data provided by most brokers, Sharesight gives investors the true picture of their investment performance by taking into account the impact of brokerage fees, dividends and capital gains on their returns. Sharesight also offers a range of powerful reports for investors including Performance, Portfolio Diversity, Contribution Analysis and Future Income (upcoming dividends). The ability to track cash accounts, property and even cryptocurrency is just another reason that investors should consider using Sharesight to track their investment portfolio.

How to import your Westpac trades to Sharesight

It's easy to import your historical trades via spreadsheet, plus capture ongoing trades by automatically forwarding your trade confirmation emails to Sharesight. Keep reading to learn more.

Import historical trades through a spreadsheet

The best way to import historical trades to Sharesight is by uploading a spreadsheet with your trading history. This is especially useful for investors who wish to bulk import a large amount of trades.

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 allows you to automatically sync any ongoing trades to your 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.

Get started with Sharesight

Thousands of Australian investors are already using Sharesight to manage their investment portfolios. What are you waiting for? Sign up and:

• 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

• Track 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

Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.

FURTHER READING

• Help - Import your Westpac trades

• Help - Import trades via your broker’s trade confirmations

• Blog - How Sharesight calculates your investment performance

• Blog - 5 ways Sharesight helps Australian investors at tax time