Vanguard Brokerage Services can now be imported into Sharesight

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

Sharesight now supports over 200 brokers worldwide, making it easier than ever to track your investment portfolio. Investors can automatically import historical and ongoing buy and sell trades into a Sharesight portfolio through the Trade Confirmation Emails sent by most brokers, which is a convenient way to keep your portfolio up-to-date.

Vanguard Brokerage Services is one of the many brokers from which you can automatically import trades directly into your Sharesight portfolio. This allows investors in the United States to make the most of Sharesight’s award-winning performance, dividend tracking and tax reporting features.

Who is Vanguard Brokerage Services?

Vanguard Brokerage Services is a US-based trading service operating under The Vanguard Group, which is best-known for its provision of mutual funds and ETFs. Geared towards long-term and low-cost investors, Vanguard Brokerage offers $0 brokerage fees for online trades in stocks and ETFs.

Import your Vanguard Brokerage 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.

Sharesight vanguard 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 US brokers!

Sharesight is looking to add more US brokers to its list of supported brokers. If your broker is not yet on the list, let us know by leaving a message in the chat interface located at the bottom-right of Sharesight. All we will need from you 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!


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