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Track your AJ Bell trades with Sharesight

by Stephanie Stefanovic, Content Manager, Sharesight | Jun 20th 2024

If you trade using UK broker AJ Bell, you can automatically import your trading data to Sharesight, making it easier than ever to track the performance of your investment portfolio. With support for more than 200 leading global brokers, plus automatically updated price and dividend information on over 500,000 stocks, ETFs and funds, Sharesight is the ultimate tool to track the performance of all of your investments in one place. Keep reading to learn more about the benefits of tracking your performance in Sharesight, and how you can sync your AJ Bell trades to your portfolio.

Track AJ Bell trades with Sharesight

Who is AJ Bell?

Founded in 1995, AJ Bell is a UK-based broker with an online trading platform. AJ Bell includes features for a wide range of investors, from DIY investors to financial advisors. The broker gives investors access to UK shares, plus shares in 24 international markets, along with funds, investment trusts, bonds and ETFs.

Why you should track your AJ Bell trades with Sharesight

By importing your AJ Bell trades to Sharesight, you can easily track your investment performance across different brokers, asset classes and markets. You will also gain access to Sharesight’s automatic dividend tracking, plus advanced performance and tax reporting tools designed for self-directed investors.

UK investors track your performance in Sharesight

Importantly, Sharesight takes into account the impact of capital gains, dividends, brokerage fees and currency fluctuations when calculating returns – giving you the complete picture of your portfolio’s performance. Sharesight also offers a range of powerful reports including performance, portfolio diversity, contribution analysis, multi-currency valuation, multi-period, exposure and future income (upcoming dividends). The ability to track cash accounts, property and even cryptocurrency is just another reason you should consider using Sharesight to track your investment portfolio.

Track your dividend income

Unlike other portfolio trackers, Sharesight automatically tracks dividend and distribution income (including franked dividends and dividend reinvestment plans) and takes this into account when calculating your investment return. In the screenshot below for example, dividends make a significant contribution to this stock’s returns, highlighting the value of a portfolio tracking solution that includes more than just capital gains in its performance calculations.

Track dividend stocks with Sharesight

How to track your AJ Bell trades in Sharesight

Sharesight allows you to upload your trading history via spreadsheet. You can also automatically record new trades in your portfolio by enabling the trade confirmation email feature. Keep reading to learn how.

Upload your trading history

To upload your trading history to your Sharesight portfolio, simply create and format a spreadsheet file filled with trades from your trading account.

Import AJ Bell trading history to Sharesight

As long as the file contains all the required information, you can upload it to your Sharesight portfolio and quickly bulk import the trading data you wish to see in your portfolio.

Automatically import new trades

By enabling the trade confirmation emails feature, any new trades you make will be automatically recorded in your Sharesight portfolio. All you need to do is have your broker’s trade confirmations forwarded to your unique Sharesight email address, as shown below. Once enabled, all of your new trades will be synced to your portfolio, inclusive of corporate actions such as dividends, mergers and stock splits, with no additional effort on your part.

Sharesight trade confirmation emails2

Start tracking your AJ Bell trades with Sharesight

Thousands of 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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