Track your Bell Potter portfolio with Sharesight

by Stephanie Stefanovic, Content Manager, Sharesight | Aug 5th 2021

Australian investors trading with Bell Potter can automatically import trades in stocks and ETFs to their Sharesight portfolio. This allows investors to effortlessly track the price and performance of their investments, including the ability to automatically track dividends and DRPs, or take advantage of Sharesight’s advanced tax reporting features for Australian investors. With support for more than 200 leading global brokers, plus automatically updated price and dividend information on over 240,000 stocks, ETFs and mutual/managed funds, Sharesight is the ultimate tool to track all of your investments in one place.

Automatically track Bell Potter trades

Who is Bell Potter?

Founded in 1970, Bell Potter is an Australian full service broker that allows investors to invest in Australian and international stocks and ETFs. The broker gives investors access to stock research by CitiGroup and Morningstar, as well as an online platform that features daily market commentary, ASX announcements and custom watchlists.

Why you should track Bell Potter trades with Sharesight

By importing your Bell Potter trades to Sharesight (along with the rest of your investments), you can easily track your investment performance across different brokers, asset classes and over 40 global markets, plus access Sharesight’s advanced performance and tax reporting designed for the needs of self-directed investors.

Unlike the data provided by most brokers, Sharesight takes into account the impact of capital gains, dividends, brokerage fees and currency fluctuations when calculating returns – giving investors the full picture of their portfolio’s performance. Sharesight also offers a range of powerful reports for investors including Performance, Portfolio Diversity, Contribution Analysis, Multi-Currency Valuation 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.

Track your dividend income

Unlike other portfolio trackers, Sharesight automatically tracks dividend and distribution income (including dividend reinvestment plans) and takes this into account when calculating your investment return. In the screenshot below for example, dividends make an important contribution to this stock’s returns, highlighting the value of a portfolio tracking solution that includes more than just capital gains in its performance calculations.

track dividends with Sharesight ASX 2

Calculate your capital gains tax

Sharesight’s Capital Gains Tax Report is the ultimate CGT calculator for Australian investors. The report automatically determines capital gains made on sold shares as per the ATO rules, eliminating the need for investors to make manual calculations, which can be complex and subject to error. Other convenient features include the ability to optimise your tax position by choosing your sale allocation methods, as well as a breakdown of your portfolio’s short-term and long-term capital gains and losses.

How to import your Bell Potter trades to Sharesight

Sharesight makes it easy to import your historical and ongoing Bell Potter trades through the Trade Confirmation Emails feature, which allows you to automatically import your ongoing trades to your Sharesight portfolio by having your trade confirmations forwarded to your unique portfolio email address. You can also import your historical trades using the Trade Confirmation Emails feature, however for bulk imports with a large number of trades, it is recommended you upload your trades via spreadsheet file.

Start tracking your Bell Potter trades with Sharesight

Thousands of investors like you 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.

Sharesight portfolio tracker laptop and mobile Au version


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