Auto-track your trades from Select Equities & Credit Suisse
We’ve added 2 more names to our ever-growing list of supported brokers for automatic trade tracking: Select Equities & Credit Suisse.
Set up automatic trade tracking
Sharesight can automatically record your trades by reading the PDF contract note attachments that are emailed to you by your broker after a trade has completed. By default, every Sharesight portfolio has a unique email address that is at the ready and “listening” for trades. You may either manually forward your contract note PDFs to this email address, or better yet, ask your broker to include it as a recipient when they send out the trade confirmation email. Once received, Sharesight will “read” the contract note and automatically record the trade details into your portfolio. Once the trade has been successfully recorded into your portfolio, a copy of the contract note PDF will be saved to the holding within your portfolio, and you’ll receive a confirmation email from Sharesight.
With the addition of Select Equities & Credit Suisse, Sharesight currently processes contract notes from over 90 brokers across Australia and New Zealand. If you don’t see your broker in our list of supported brokers, please leave a comment on our community forum so we can gauge interest and work towards supporting them in the future.
- Sharesight Help – Importing contract notes via email