BlogSharesight Features & Tips

Automatically import trades from Westpac to Sharesight

by Stephanie Stefanovic, Content Writer, 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 170 global brokers supported by Sharesight. The portfolio tracker provides investors with automatically updated price and dividend information on over 170,000 stocks, ETFs and mutual/managed funds, making it easier than ever to track the performance of your investments.

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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

Sharesight allows you to easily import your trading history by either connecting directly to your Westpac account or uploading a spreadsheet file of trades. You can also automatically import

ongoing trades through the Trade Confirmation Emails feature. Keep reading to learn more.

Add historical trades through your Westpac account

The easiest way to build your Sharesight portfolio is to directly import trades from your Westpac account to Sharesight. This populates your Sharesight portfolio with historical buy and sell trades straight from your trading account.

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To do this, you will need to enter your Westpac login details and choose the trading details you wish to import into Sharesight. Once you have imported your historical trades into Sharesight, you can then automatically keep your portfolio up to date by importing ongoing trades using the Trade Confirmation Emails feature, as mentioned below.

Note: Your Westpac login details will not be saved by Sharesight and your trading data is downloaded through a secure connection. Sharesight has no official relationship with Westpac and offers this service purely for your convenience. If you do not wish to disclose your Westpac login details we recommend importing via spreadsheet file or Trade Confirmation Emails as outlined below.

How to import historical trades through a spreadsheet

If you prefer not to use your broker account login details to connect to Sharesight, another way to easily import historical trades to Sharesight is by uploading a spreadsheet file of trades from your trading account.

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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

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

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You can also watch Sharesight’s guide on how to enable Trade Confirmation Emails on YouTube.

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:

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

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