Automatically track trades from over 200 global brokers
If you invest across multiple markets, currencies and brokers, keeping track of your investment performance can be a daunting task. With Sharesight’s investment portfolio tracker, you can automatically import your trading data from over 200 brokers worldwide – making it easier than ever to track all your investments in one place. An important part of this is our trade confirmation emails feature, which is a convenient way to automatically sync trades to your portfolio. Keep reading to learn more about some of the leading brokers Sharesight supports and how we make it easy to import your trades.
Sharesight supports over 200 brokers throughout Australia, New Zealand, the United States, Canada, the United Kingdom, Europe and Asia – and we are always looking to add more. For example, Sharesight users can automatically import trades from leading brokers such as CommSec, SelfWealth, Wealthsimple, ASB Securities, Trading 212 and Robinhood, just to name a few. The full list of brokers supported by Sharesight can be found here.
Sharesight’s support for more than 200 global brokers, over 100 currencies and over 50 leading stock exchanges allows global investors to take advantage of Sharesight’s award-winning performance, dividend tracking and tax reporting features. Unlike the data provided by most brokers, Sharesight gives investors the true picture of their investment performance by taking into account the impact of brokerage fees, dividends and capital gains on their returns.
Sharesight makes it easy for global investors to track all their investments in one place.
Sharesight also offers a range of powerful reports for global investors including performance, portfolio diversity, contribution analysis, multi-currency valuation, multi-period and future income (upcoming dividends). The ability to automatically import your trading history to your portfolio is just another reason that investors should consider using Sharesight to track their investment portfolio.
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.
There are numerous other ways to import your trades to a Sharesight portfolio. For example, if you wish to bulk import a large number of historical trades, you may find it convenient to upload your trades using a spreadsheet file. If your broker is connected to the Sharesight API, you can also establish a secure connection to your brokerage account that will automatically upload all of your historical and ongoing trades to Sharesight. Or you are simply looking to add one or two additional trades to your portfolio, there is also the option to manually add your trades, if you wish.
Are you trading through a broker not currently supported by Sharesight? Help us add support for your broker by leaving a message in the chat interface located at the bottom-right of Sharesight, or by letting us know at the Sharesight Community. All we will need are some sample buy and sell trade confirmations (email or PDF) to support a new broker, so reach out today if you want to see yours added!
- Track all of your investments in one place, including stocks, ETFs, mutual/managed funds, property and even cryptocurrency
- Automatically track your dividend and distribution income from stocks, ETFs and mutual/managed funds
- Run powerful reports built for investors, including performance, portfolio diversity, contribution analysis, multi-period, multi-currency valuation and future income
- See the true picture of your investment performance, including the impact of brokerage fees, dividends, and capital gains with Sharesight’s annualised performance calculation methodology
Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.
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