Track your Bell Direct portfolio with Sharesight

by Stephanie Stefanovic, Content Manager, Sharesight | Aug 4th 2023

If you trade via Bell Direct, you can automatically import your trading data to Sharesight, making it easier than ever to track the performance of your investment portfolio. With support for more than 200 leading global brokers, plus automatically updated price and dividend information on over 240,000 stocks, ETFs and funds, Sharesight is the ultimate tool to track the performance of all of your investments in one place. Keep reading to learn more.

Track Bell Direct trades with Sharesight

Who is Bell Direct?

Bell Direct is an Australian broker with an online trading platform. The broker allows Australian investors to trade in a range of asset types, including ASX-listed stocks, global ETFs and managed funds. Other key features include access to portfolio strategy, charting and stock filter tools, as well as Bell Potter research.

Why you should track your Bell Direct trades with Sharesight

By importing your Bell Direct trades to Sharesight, you can easily track your investment performance across different brokers, asset classes and markets. You will also gain access to Sharesight’s automatic dividend tracking, plus advanced performance and tax reporting tools designed for self-directed investors.

Importantly, Sharesight takes into account the impact of capital gains, dividends, brokerage fees and currency fluctuations when calculating returns – giving you the complete picture of your portfolio’s performance. Sharesight also offers a range of powerful reports including performance, portfolio diversity, contribution analysis, multi-currency valuation, multi-period and future income (upcoming dividends). The ability to track cash accounts, property and even cryptocurrency is just another reason you should consider using Sharesight to track your investment portfolio.

Track your dividend income

Unlike other portfolio trackers, Sharesight automatically tracks dividend and distribution income (including franked dividends and dividend reinvestment plans) and takes this into account when calculating your investment return. In the screenshot below for example, dividends make a significant 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.

ASX dividend stock

Track your SMSF

Sharesight has specialised portfolio settings for SMSF investors, making it easy for you to track your self-managed superannuation fund – plus the rest of your investments – all in one place. As an SMSF investor, you will benefit from access to Sharesight’s taxable income, capital gains tax (CGT) and historical cost reports, which can be used to help save time and money when preparing your annual return. You can also reduce back-and-forth communications with your accountant, financial adviser or other fund members by securely sharing access to your SMSF portfolio with just a few clicks of a button.

SMSF portfolio tracked in Sharesight

How to import your Bell Direct trades to Sharesight

Sharesight allows you to import your historical and ongoing trades through the trade confirmation emails feature, or you can choose to manually import your historical trades by uploading a spreadsheet file.

Import historical trades via spreadsheet

The simplest way to import historical trades to Sharesight is by uploading a spreadsheet file filled with trades from your trading account. This is especially useful if you need to import a large number of trades. All you need to do is select Brokers at the top of the page, search for Bell Direct and upload your file.

Imported Bell Direct trades to Sharesight

Import ongoing trades via trade confirmation emails

Sharesight’s trade confirmation emails feature is an effortless way to import historical and ongoing trades to a Sharesight portfolio. By simply having your broker’s trade confirmations forwarded to your unique Sharesight email address, all of your trades are synced to your portfolio, inclusive of corporate actions such as dividends, mergers and stock splits, with no effort on your part.

Start tracking your Bell Direct 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.



Retirement planning for investors3

4 ways to prepare your investment portfolio for retirement

by Stephanie Stefanovic | May 16th 2024

In this blog, we discuss retirement planning for investors, including four important factors every investor must consider.

Performance report

Evaluate your investment returns with the performance report

by Stephanie Stefanovic | May 13th 2024

One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.

Product updates May24

Sharesight product updates – May 2024

by Ben Clendon | May 2nd 2024

This month's focus was on expanding our broker support and streamlining the customer onboarding journey, as well as additional reporting and holding functions.