Add trades from Fidelity Investments into Sharesight

by Stephanie Stefanovic, Content Manager, Sharesight | Aug 5th 2020

With support for more than 200 brokers worldwide, Sharesight makes tracking your investment portfolio easy. Investors can automatically import historical and ongoing buy and sell trades into a Sharesight portfolio using the Trade Confirmation Emails sent by most brokers, which is a convenient way to keep your investment portfolio up-to-date.

Fidelity Investments is one of the many brokers from which you can automatically import trades directly into your Sharesight portfolio. This gives United States investors the opportunity to leverage Sharesight’s award-winning performance, dividend tracking and tax reporting features.

Who is Fidelity Investments?

Fidelity Investments is a US-based financial services firm that is currently one of the world’s largest asset managers. The company offers brokerage services with $0 commissions for US stocks and ETFs, access to digital-only investing, as well as a hybrid robo service with access to advisors.

Import your Fidelity Investments data to Sharesight

Sharesight allows you to import your historical and ongoing trades in US stocks and ETFs through the Trade Confirmation Emails feature, or you can choose to manually import your historical trades by uploading a spreadsheet file. Keep reading to learn more.

How to import historical trades through a spreadsheet

One simple way to import historical trades to Sharesight is by creating and formatting a spreadsheet file filled with trades from your trading account.

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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.

Use Sharesight’s Trade Confirmation Emails feature for ongoing trades

It’s easy for US investors to use Sharesight’s Trade Confirmation Emails feature to add ongoing trades from a Fidelity Investments account to a Sharesight portfolio. Read our Trade Confirmation Emails help page to get started, then forward your trade confirmations to your unique portfolio email address located under the Integrations tab in the Trade Confirmation Emails section.

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Note: This feature is designed primarily for ongoing trades, but it can also be used to fill in historical trades in your Sharesight portfolio. All you need to do is manually forward the Trade Confirmation Emails for the trades you wish to see in your portfolio, starting with the earliest trade you want included.

We need your help to add more US brokers!

Sharesight is always adding new brokers to its list of supported brokers. Help us add more US brokers – if your broker is not currently supported, let us know by leaving a message in the chat interface located at the bottom-right of Sharesight. All you will need to do is supply some sample buy and sell trade confirmations (email or PDF), the email the broker sends them from and the subject line of the emails.

We only require a few sample documents to support a new broker, so reach out today if you want to see yours added!


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