Blog | Product features

Automatically import trades to Sharesight from 100 brokers

by David Olsen, Senior Marketing Manager — Content/SEO, Sharesight | Feb 4th 2018

When Sharesight's portfolio tracker was born in 2007 all trades needed to be entered manually when maintaining your portfolio. It was only in 2010 that we added the ability to automatically import trades from your broker to your portfolio.

Starting with Direct Broking in New Zealand, we developed the Sharesight API to make importing trades a breeze. Over the years other brokers joined Direct Broking in becoming Sharesight API partners, including CMC Markets, BOQ, Bendigo Bank and ESUPERFUND & EBROKING.

In 2012 we developed a solution that allows you to automatically record your buy and sell trades via the Trade Confirmation Emails (contract notes) sent by some brokers. Today we’re excited to announce that Sharesight supports the contract notes of 100 brokers around the world!

multiple contract notes - featured

100 brokers supported worldwide

Trade Confirmation Emails are relatively common among brokers in Australia and New Zealand -- which is where the majority of the 100 brokers Sharesight supports are based. As of writing, we also support 2 brokers in the UK: Hargreaves Lansdown and Interactive Investor, and 2 in Canada: Scotiabank and CIBC Investor’s Edge.

We need your help to add our next 100 brokers!

If your broker is not on Sharesight’s list of supported brokers but they email you trade confirmation emails (or you’re able to download the PDF trade confirmations from your broker), then ask us to support your broker by sharing an ‘idea’ on our community forum, or by leaving us a message in the chat interface located at the bottom-right of Sharesight.

We just need a handful of examples in order to support a new broker, so reach out today if you’d like to see yours added!