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Automatically import trades to Sharesight from 100 brokers

by David Olsen, Content Manager, Sharesight

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 (now ANZ New Zealand Securities) in New Zealand, we developed the Sharesight API to make importing trades a breeze. Over the years other brokers joined ANZ 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 PDF contract notes (trade confirmations) emailed 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

Emailed broker contract notes are relatively common among brokers in Australia and New Zealand – which is where the majority of the 100 brokers Sharesight supports are based (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 contract notes (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 PDF contract notes in order to support a new broker, so reach out today if you’d like to see yours added!

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