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Track Interactive Investor trades with Sharesight

by Stephanie Stefanovic, Content Manager, Sharesight | Nov 19th 2020

Investors trading with Interactive Investor can 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.

Interactive Investor is one of more than 200 global brokers that Sharesight supports. The portfolio tracker provides automatically updated price and dividend information on over 500,000 stocks, ETFs and mutual/managed funds, allowing you to effortlessly track the performance of all of your investments in one place.

Track interactive investor trades with Sharesight

Who is Interactive Investor?

Founded in 1995, Interactive Investor is a UK-based investment firm with an online brokerage platform. The platform gives investors access to UK stocks, ETFs and mutual funds, along with a range of US and international equities. Other features include investor education and research tools such as trading ideas, charting tools and technical insights. In 2016, Interactive Investor acquired the European business of TD Direct Investing, which Sharesight also supports.

Why you should track Interactive Investor trades with Sharesight

By importing your trades with Interactive Investor 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

UK investors can effortlessly track the performance of all their investments in one place with Sharesight's portfolio tracker.

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, exposure, multi-period, multi-currency valuation 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 Interactive Investor trades to Sharesight

Sharesight allows you to import historical and ongoing Interactive Investor (and TD Direct Europe) trades in US and UK markets by forwarding your trade confirmation statements. You can also 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. This is especially useful if you need to upload a large number of trades. 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.

Spreadsheet trade import Interactive Investor

Forward your trade confirmation statements to capture ongoing trades

The best way to capture ongoing trades from Interactive Investor is by forwarding the trade confirmation statements from your brokerage account to your unique Sharesight email address.

Sharesight enable trade confirmation emails

Note: As Interactive Investor does not email trade confirmations to customers, Sharesight users will need to download the statements from their brokerage account and manually forward these to Sharesight. This will ensure all trades are synced to Sharesight, inclusive of corporate actions such as dividends, mergers and stock splits.

Start tracking your Interactive Investor 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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