BlogSharesight Features & Tips

Automatically track trades from over 200 global brokers

by Stephanie Stefanovic, Content Writer, Sharesight

For investors who trade across multiple markets, currencies and brokers, keeping track of your investment performance can be a daunting task. With Sharesight’s portfolio tracker, however, users can automatically import their trading data from over 200 brokers worldwide – making it easier than ever for investors to track all of their investments in one place. An important part of this is our Trade Confirmation Emails feature, which is a convenient way for investors to automatically sync historical and ongoing trades to their portfolio. To learn more about some of the leading global brokers Sharesight supports, and how Sharesight makes it easy for investors to import their trades, keep reading.

Track trades 200 global brokers

Global brokers supported by Sharesight

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, ASB Securities, Hargreaves Lansdown and Robinhood, just to name a few. The full list of brokers supported by Sharesight can be found here.

Why you should track your global investments with Sharesight

Sharesight’s support for more than 200 global brokers, 67 currencies and over 40 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 also offers a range of powerful reports for global investors including Performance, Portfolio Diversity, Contribution Analysis, Multi-Currency Valuation 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.

It’s easy to import your trades via email

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.

Other convenient ways to import your trades

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 via 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 if 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.

Help us add support for more global brokers

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 is some sample buy and sell trade confirmations (email or PDF) and the email the broker sends them from.

We only require a few sample documents to support a new broker, so reach out today if you want to see yours added!

Track your investments in global stocks with Sharesight

Thousands of global investors like you are already using Sharesight to manage their investment portfolios. What are you waiting for? Sign up and:

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

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