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Track your Charles Stanley portfolio with Sharesight

by Stephanie Stefanovic, Content Manager, Sharesight | Jul 23rd 2020

With support for over 200 brokers around the world, it is now easier than ever to track your investment portfolio on Sharesight. Investors can automatically import historical and ongoing buy and sell trades into a Sharesight portfolio through the Trade Confirmation Emails sent by most brokers, making it effortless to keep an updated portfolio.

Charles Stanley is one of the many brokers from which you can automatically import trades directly into your Sharesight portfolio. This allows Charles Stanley users to take advantage of Sharesight’s award-winning performance, dividend tracking and tax reporting features.

Sharesight Charles Stanley trades

Who is Charles Stanley?

Founded in 1792, Charles Stanley is a UK-based investment management firm with a well-established history in Europe. Its online trading platform, Charles Stanley Direct, gives investors access to over 3000 funds, UK and overseas shares, gilts, bonds, investment trusts and ETFs, with a brokerage fee of £11.50 per trade.

Import your Charles Stanley data 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. 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.

Sharesight Charles Stanley spreadsheet

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.

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 brokers!

If your broker is not yet on Sharesight’s list of supported brokers, contact us by leaving a message in the chat interface located at the bottom-right of Sharesight. All we will need is 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!

FURTHER READING

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Sharesight product updates – June 2024

by Ben Clendon | Jun 11th 2024

Key updates this month include the deployment of the new holdings page to all users, additional broker support and improvements to reporting and trade creation.

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Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.

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