BlogSharesight Features & Tips

Easily track FinecoBank trades with Sharesight

by Stephanie Stefanovic, Content Writer, Sharesight

Investors trading with European broker FinecoBank can automatically import trades in UK stocks to their Sharesight portfolio, making it easier than ever for investors to access Sharesight’s award-winning performance, dividend tracking and tax reporting features. With support for more than 170 leading global brokers, plus automatically updated price and dividend information on over 240,000 stocks, ETFs and mutual/managed funds, Sharesight is the ultimate tool to track all of your investments in one place.

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Who is FinecoBank?

Established in 1999, FinecoBank is an Italian-based bank specialising in online brokerage, which also provides trading services for UK customers. The platform allows investors to trade in stocks and ETFs in key European markets, including the London Stock Exchange (LSE), as well as North American markets such as the Nasdaq, New York (NYSE) and Toronto (TSX) stock exchanges, which Sharesight also supports. Other key features include a digital learning centre with access to live events, webinars and educational videos for investors and traders.

Why you should track FinecoBank trades with Sharesight

By importing your FinecoBank trades to Sharesight, you can easily track your investment performance across different brokers, asset classes and markets, or take advantage of Sharesight’s advanced performance and tax reporting designed for the needs of self-directed investors.

Unlike the data provided by most brokers, Sharesight takes into account the impact of capital gains, dividends, brokerage fees and currency fluctuations when calculating returns – giving investors the full picture of their portfolio’s performance. Sharesight also offers a range of powerful reports for investors including Performance, Portfolio Diversity, Contribution Analysis, Multi-Currency Valuation and Future Income (upcoming dividends). The ability to track cash accounts, property and even cryptocurrency is just another reason that investors should consider using Sharesight to track their investment portfolio.

How to import your FinecoBank trades to Sharesight

Sharesight allows you to import your historical and ongoing FinecoBank trades in UK stocks and ETFs through the Trade Confirmation Emails feature, or you can choose to manually import your historical trades by uploading a spreadsheet file. For more information, keep reading.

Use Sharesight’s Trade Confirmation Emails feature for ongoing trades

It’s easy to use Sharesight’s Trade Confirmation Emails feature to automatically add ongoing FinecoBank trades to your 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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You can also watch Sharesight’s guide on how to enable Trade Confirmation Emails on YouTube.

Help us add support for FinecoBank Italy

Sharesight currently supports FinecoBank’s UK trade confirmations. If you would like us to add support for Italian trade confirmations, leave us a message in the chat interface located at the bottom-right of Sharesight, or let us know at the Sharesight Community. All we will need is some sample buy and sell trade confirmations (email or PDF) and the email the broker sends them from.

Start tracking your FinecoBank trades with Sharesight

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Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.

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