BlogSharesight Features & Tips

Automatically sync Direct Broking trades to Sharesight

by Stephanie Stefanovic, Content Writer, Sharesight

Investors who trade with Direct Broking can easily connect their trading account directly to Sharesight, giving them access to Sharesight’s award-winning performance, dividend tracking and tax reporting features.

Once connected, users can sync all future trades from Direct Broking into their Sharesight portfolio, automatically calculating investment performance as new trades are added, including the impact of foreign exchange movements, dividends and corporate actions on their portfolio’s returns.

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Who is Direct Broking?

Direct Broking is a New Zealand-based online trading platform that was acquired by NZ broking firm Jarden Securities from ANZ Bank in 2018. Direct Broking gives investors access to a range of exchanges supported by Sharesight, including the NZX, ASX, NYSE, NASDAQ and LSE, with trading fees starting from $29. The platform also offers real-time research on listed companies in New Zealand, Australia and Hong Kong, as well as access to ANZ’s banking and wealth services.

Import your Direct Broking trades to Sharesight

Investors trading through Direct Broking can connect directly to Sharesight to automatically import future trades into their portfolio, while historical trading data can also be easily imported through Sharesight’s file importer feature. Keep reading to learn more.

Connect your Direct Broking account to Sharesight

Direct Broking supports Sharesight Connect, which means you can connect to the Sharesight API to automatically import ongoing buy and sell trades into your Sharesight portfolio.

If you’re new to Sharesight, you can get started by signing up for a free account.

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Once signed up, select “Import from a Broker” on the ‘Let’s get you started with Sharesight’ page and follow the instructions to import your trades.

Note: Once established, this connection will import any future trades. To import historical trading data, follow the instructions below.

How to import historical trades through a spreadsheet

To import historical trades, Direct Broking users can simply upload a spreadsheet file of any trades they want recorded in their portfolio.

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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.

Sign up for Sharesight today

Join thousands of global investors tracking their performance with Sharesight.

Not only will your portfolio be automatically updated with every trade, but you can also:

Sign up for a free Sharesight account and start tracking your investment performance (and tax) today.