Track Interactive Investor trades with Sharesight
Investors trading with Interactive Investor 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.
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 240,000 stocks, ETFs and mutual/managed funds, allowing you to effortlessly track the performance of all of your investments in one place.
Founded in 1995, Interactive Investor is a UK-based investment firm with an online brokerage platform that charges a £9.99 flat monthly fee. 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.
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.
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.
Sharesight allows you to import historical and ongoing trades using the Trade Confirmation Emails feature, which supports confirmations for UK and US investments through Interactive Investor and TD Direct Investing (Europe). You can also choose to manually import your historical trades by uploading a spreadsheet file. Keep reading to learn more.
One simple way to import historical trades to Sharesight is by creating and formatting a spreadsheet file filled with trades from your trading account.
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.
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.
- Track all of your investments in one place, including UK and international stocks, mutual/managed funds, property and even cryptocurrency
- Automatically track your dividend and distribution income from stocks, ETFs and mutual/managed Funds
- Run powerful reports built for investors, including Performance, Portfolio Diversity, Contribution Analysis and Future Income
- See the true picture of your investment performance, including the impact of brokerage fees, dividends, and capital gains with Sharesight’s annualised performance calculation methodology
Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.