BlogSharesight Features & Tips

Track Hargreaves Lansdown trades

by Stephanie Stefanovic, Content Writer, Sharesight

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 170 global brokers and automatically updated price and dividend information on over 170,000 stocks, ETFs and mutual/managed funds, Sharesight allows investors trading with Hargreaves Lansdown to effortlessly track all of their investments in one place.

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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.

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.

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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

It’s easy to use Sharesight’s Trade Confirmation Emails feature to automatically add future Hargreaves Lansdown trades to your Sharesight portfolio. Read our Trade Confirmation Emails help page to get started, then forward your trade confirmations to your unique portfolio email address located under the Integrations tab in the Trade Confirmation Emails section.

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You can also watch Sharesight’s guide on how to enable Trade Confirmation Emails on YouTube.

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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