Track your ASB Securities portfolio with Sharesight

by Stephanie Stefanovic, Content Manager, Sharesight | Jul 22nd 2020

Did you know that you can automatically import trades from over 200 global brokers into your Sharesight portfolio? In 2012 we developed a solution that allows you to automatically record your buy and sell trades via the Trade Confirmation Emails emailed to you when you trade with some brokers.

Investors can now import trades automatically to their Sharesight portfolio for New Zealand broker ASB Securities. This makes it easier than ever for New Zealand investors to leverage Sharesight’s award-winning performance, dividend tracking, and tax reporting features.

ASB Securities Sharesight

Who is ASB Securities?

Operating under one of New Zealand’s most well-known banks, ASB Securities is a full-service broker that offers DIY online trading on the NZX and ASX, and access to major global markets through its network of brokers. Brokerage fees start from $15 per trade and investors have access to shares, ETFs, New Zealand fixed interest securities, IPOs and margin lending. ASB also provides regular market reports, analyst information and company news to keep investors up-to-date.

Import your ASB Securities trades to Sharesight

Sharesight allows you to import your trading history by directly connecting your ASB Securities account to Sharesight. Alternatively, you can manually import your history by uploading a CSV file, and automatically link ongoing trades through the Trade Confirmation Emails feature. Keep reading to learn more.

Connect directly to your ASB securities account

The easiest way to build your Sharesight portfolio is to connect to your ASB Securities trading account with Sharesight. This imports your historical buy and sell trades directly from your trading account into Sharesight.

ASB Securities Sharesight Import

To do this, you will need to enter your ASB Securities login details and choose the trading details you wish to import into Sharesight.

Note: Your ASB Securities login details will not be saved by Sharesight and your trading data is downloaded through a secure connection. Sharesight has no official relationship with ASB securities and offers this service purely for your convenience. If you do not wish to disclose your ASB Securities login details we recommend importing via CSV file or Trade Confirmation Emails as outlined below.

Once you have imported your historic trades into Sharesight, you can automatically import ongoing trades by using the Trade Confirmation Emails feature, as mentioned below.

How to import historical trades through a spreadsheet

If you prefer not to use your broker account login details to connect to Sharesight, another way to easily import historical trades to Sharesight is by creating a spreadsheet of your trades from your trading account.

Sharesight CSV Import Screen

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

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.

We need your help to add more brokers!

If your broker is not yet on Sharesight’s list of supported brokers but they send you trade confirmation emails (or you’re able to download the PDF trade confirmations, or a spreadsheet of trades from your broker manually), then ask us to support your broker by leaving us a message in the chat interface located at the bottom-right of Sharesight.

We just need a handful of sample trade confirmation emails in order to support a new broker, so reach-out today if you’d like to see yours added!


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