BlogSharesight Features & Tips

Track Interactive Investor trades with Sharesight

by Stephanie Stefanovic, Content Writer, 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 170 global brokers that Sharesight supports. The portfolio tracker provides automatically updated price and dividend information on over 170,000 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 - featured

Who is Interactive Investor?

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.

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.

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 Interactive Investor trades to Sharesight

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.

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 Interactive Investor 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 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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