BlogSharesight Features & Tips

Easily import trades from Ally Invest to Sharesight

by Stephanie Stefanovic, Content Writer, Sharesight

United States investors trading through Ally Invest can automatically import trades directly into their Sharesight portfolio, giving them access to Sharesight’s award-winning performance, dividend tracking and tax reporting features.

With support for more than 170 global brokers and over 170,000 stocks, ETFs and mutual/managed funds, it’s easier than ever to track the performance of all of your investments in one place with Sharesight.

To learn how to automatically import your Ally Invest trades to Sharesight, keep reading.

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Who is Ally Invest?

Ally Invest is a US broker with an online trading platform that provides self-directed trading and managed portfolio services. The broker offers trading fees from $0 for US stocks and ETFs, as well as portfolio management with no advisory fees. Ally Invest gives US investors access to US stocks, ETFs, options, mutual/managed funds and fixed income investments, as well as forex trading through affiliate company Ally Invest Forex. Other features include stock screeners, third-party research and charting capabilities, as well as a range of investor education offerings. Sharesight supports Ally Invest in addition to other US brokers that use Apex Clearing Corporation to process trades, such as M1 Finance.

Import your Ally Invest 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 an Ally Invest 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.

Get started with Sharesight

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