Commsec International
There are two ways to connect Commsec International to Sharesight depending on where you are in your setup:
- New to Sharesight? Start by importing your full trade history using the steps below, then set up an email forwarding rule so future trade confirmations are sent to Sharesight automatically.
- Already using Sharesight? Skip the history import. Set up an email forwarding rule in your inbox to automatically forward CommSec International trade confirmations to your portfolio email address. This is a one-time setup.
Quick links:
How to import historical trades
You can bulk import your historical buy and sell trades in to Sharesight by uploading a spreadsheet. Read this help guide for step-by-step instructions on how to bulk import your historical trades.
1 - Go to your Commsec International platform
2 - Select Performance & Report > Statement
3 - Select Activity
4 - Set date to cover all transactions
5 - Click Download next to CSV
6 - Log in to Sharesight.
7 - Click + Add investment and select Upload via file.
8 - Select Upload any file format (powered by AI).
9 - Follow the prompts to complete the import.
How to import ongoing trades
Sharesight supports Commsec International's trade confirmation report.
Manually forward the email to your portfolio email address. Or setup an email forwarding rule in your inbox to have it automatically forwarded to your portfolio email address.
After importing your portfolio
Now that your portfolio is populated, see What to do after importing your portfolio for next steps.