BlogSharesight Features & Tips

Easily track trades with CommSec using Sharesight

by Stephanie Stefanovic, Content Writer, Sharesight

With the support for more than 200 global brokers and over 240,000 stocks, ETFs and mutual/managed funds, it’s now easier than ever to track your investments with Sharesight.

Investors trading with Australian broker CommSec can automatically import historical and ongoing trades to their Sharesight portfolio, giving them access to Sharesight’s award-winning performance, dividend tracking and tax reporting features.

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Who is Commsec?

Established in 1995, Commonwealth Securities, or CommSec, is Australia’s largest online trading platform. Operated by Commonwealth Bank, CommSec offers brokerage fees from $10 per trade with access to a range of share markets supported by Sharesight, including the ASX, NYSE, NASDAQ, LSE and TYO. The platform also offers market news, research, instructional webinars and a range of other educational resources for investors.

Import your CommSec trades to Sharesight

Sharesight allows you to easily import your trading history by either connecting directly to your CommSec account or uploading a spreadsheet file of trades. You can also automatically import ongoing trades through the Trade Confirmation Emails feature. Keep reading to learn more.

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Add historical trades through your CommSec account

The easiest way to build your Sharesight portfolio is to directly import trades from your CommSec account to Sharesight. This populates your Sharesight portfolio with historical buy and sell trades straight from your trading account.

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To do this, you will need to enter your CommSec login details and choose the trading details you wish to import into Sharesight.

Note: Your CommSec login details will not be saved by Sharesight and your trading data is downloaded through a secure connection. Sharesight has no official relationship with CommSec and offers this service purely for your convenience. If you do not wish to disclose your CommSec login details we recommend importing via spreadsheet file or Trade Confirmation Emails as outlined below.

Once you have imported your historical trades into Sharesight, you can automatically import ongoing trades by using the Trade Confirmation Emails feature, as mentioned below.

How to import historical trades through a spreadsheet

If you prefer not to use your broker account login details to connect to Sharesight, another way to easily import historical trades to Sharesight is by uploading a spreadsheet file of 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

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.

Get started with Sharesight

Join thousands of Australian investors already using Sharesight to manage their investment portfolios. With Sharesight you can:

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