Easily import trades from nabtrade into Sharesight
Getting started with Sharesight is now easier than ever with the ability to automatically import trades from over 200 brokers into your Sharesight portfolio. An effortless way of keeping your portfolio up-to-date, investors can automatically record historic and ongoing buy and sell trades through the Trade Confirmation Emails sent when trading with most brokers.
nabtrade is one of the many brokers from which you can automatically import trades into your Sharesight portfolio. This gives nabtrade users the opportunity to leverage Sharesight’s award-winning performance, dividend tracking and tax reporting features.
Who is nabtrade?
nabtrade is an online trading platform run by NAB, one of Australia’s biggest banks. The platform has consistently received a 5-star value rating from Canstar, with brokerage fees from $14.95 per trade. Not just available to NAB customers, nabtrade offers all investors access to Australian and international shares, ETFs, bonds, margin lending and SMSF services.
Import your nabtrade data to Sharesight
It's easy to import your historical trades via spreadsheet, plus capture ongoing trades by automatically forwarding your trade confirmation emails to Sharesight. Keep reading to learn more.
How to import historical trades through a spreadsheet
The best way to import historical trades to Sharesight is by uploading a spreadsheet with your trading history. This is especially useful for investors who wish to bulk import a large amount of trades.
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 allows you to automatically sync any ongoing trades to your 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, let us know by leaving us a message in the chat interface located at the bottom-right of Sharesight. What 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 handful of sample documents to support a new broker, so reach out today if you want to see yours added!
FURTHER READING
How InstructAnt improves client service with Sharesight and AdviserLogic
We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.
Australian ETF distribution components now available for FY22/23
Sharesight now has updated ETF distribution component information for the FY22/23 Australian tax year for most Australian ETFs.
Sharesight product updates – September 2023
Major updates for the past month include the rollout of our new exposure report, plus support for five new brokers and over 80,000 Luxembourg funds.