Track your InvestEngine portfolio with Sharesight

Investors trading with UK ETF broker InvestEngine can automatically import their portfolio to Sharesight, making it easier than ever for investors to access Sharesight’s award-winning performance, dividend tracking and tax reporting features. With support for more than 200 leading global brokers, plus automatically updated price and dividend information on over 240,000 stocks, ETFs and mutual/managed funds, Sharesight is the ultimate tool to track the performance of all of your investments in one place.

Who is InvestEngine?

InvestEngine is a UK-based broker with an online investing platform. The broker focuses specifically on ETFs, with the option for investors to choose their own investments or invest in managed portfolios. Other key features include the ability to open an ISA account, general investment account or business account, as well as auto-investing technology that helps DIY investors make decisions based on their chosen investing strategy.

Why you should track your InvestEngine trades with Sharesight

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

Importantly, Sharesight takes into account the impact of capital gains, dividends, brokerage fees and currency fluctuations when calculating returns – giving investors the full picture of their portfolio’s performance. Sharesight also offers a range of powerful reports for investors including Performance, Portfolio Diversity, Contribution Analysis, Multi-Currency Valuation, Multi-Period 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.

Track your dividend income

Unlike other portfolio trackers, Sharesight automatically tracks dividend and distribution income (including dividend reinvestment plans) and takes this into account when calculating your investment return. In the screenshot below for example, dividends make a significant contribution to this stock’s returns, highlighting the value of a portfolio tracking solution that includes more than just capital gains in its performance calculations.

How to import your InvestEngine trades to Sharesight

Sharesight allows you to import your historical and ongoing trades 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.

Import historical trades via spreadsheet

The simplest 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.

Import ongoing trades via Sharesight’s Trade Confirmation Emails feature

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.

Start tracking your InvestEngine 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:

• Track all of your investments in one place, including UK and international stocks, ETFs, 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, Multi-Currency Valuation, Multi-Period 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.

FURTHER READING

• Import trades via your broker’s trade confirmations

• 7 reasons why Sharesight is better than a spreadsheet

• How Sharesight calculates your investment performance