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Track Hargreaves Lansdown trades

by Stephanie Stefanovic, Content Manager, Sharesight | Jan 11th 2021

Investors trading with Hargreaves Lansdown can automatically import historical and ongoing trades to their Sharesight portfolio, making it easier than ever for UK investors to leverage Sharesight’s award-winning performance, dividend tracking and tax reporting features.

With support for more than 200 global brokers and automatically updated price and dividend information on over 400,000 stocks, ETFs and mutual/managed funds, Sharesight allows investors trading with Hargreaves Lansdown to effortlessly track all of their investments in one place.

Track Hargreaves Lasdown trades with Sharesight

Who is Hargreaves Lansdown?

Hargreaves Lansdown is a UK-based financial services firm that was founded in 1981. The firm has an online trading platform that gives UK investors access to stocks, ETFs, trusts, bonds and managed/mutual funds in global markets such as the London (LSE), New York (NYSE) and Swiss (SIX) stock exchanges, which Sharesight also supports. The platform also allows investors to manage Individual Savings Accounts (ISAs) and Self-Invested Personal Pensions (SIPPs), and offers a range of trading research tools including broker forecasts, fundamental data and basic charting tools.

Why you should track Hargreaves Lansdown trades with Sharesight

By importing your trades with Hargreaves Lansdown to Sharesight, you can easily track your investment performance across multiple brokers and asset classes, or take advantage of Sharesight’s advanced performance and tax reporting designed for the needs of self-directed investors.

UK investors track your performance in Sharesight

With Sharesight, UK investors can effortlessly track the performance of all their investments in one place.

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 investors including performance, portfolio diversity, contribution analysis and future income (upcoming dividends). The ability to track cash accounts, property and even cryptocurrency is just another reason that investors should consider using Sharesight to track their investment portfolio.

How to import your Hargreaves Lansdown trades to Sharesight

Sharesight allows you to import your historical and ongoing trades in UK stocks, ETFs and mutual/managed funds through the trade confirmation emails feature, or you can choose to manually import your historical trades by uploading a spreadsheet file. Keep reading to learn more.

How to import historical trades through a spreadsheet

One simple way to import historical trades to Sharesight is by creating and formatting a spreadsheet file filled with trades from your trading account.

Import Hargreaves Lansdown trades to Sharesight via spreadsheet

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.

Sharesight enable trade confirmation emails

Start tracking your Hargreaves Lansdown 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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