If you trade via Marketech, you can directly connect your brokerage account to Sharesight, allowing you to automatically sync your historic and ongoing trades to your Sharesight portfolio.
Note: This connection only shares your trade history and ongoing investment data with Sharesight. None of your personal account data is shared.
How to connect your Marketech account to Sharesight
1 – Login to or sign up for Sharesight.
2 - On the ‘Let’s get you started with Sharesight’ page, select the ‘Import from a Broker’ tile.
3 - Click on the Marketech tile on the ‘Import from a Broker’ page.
4 - From the window, select the Marketech link. This will load Marketech.
5 – Sign in to your Marketech account.
6 – In Marketech, click on the Portfolio tab.
7 – A Trading History window will show up. Select the export icon.
8 – Click on Sharesight tile.
9 – If ‘No, I need to sign up with Sharesight’.
10 - Click on ‘Sign up with Sharesight’.
11 – Click on ‘Get started with Sharesight’.
12 – If ‘Yes, I already have a Sharesight account’.
13 - Click on ‘Authenticate with Sharesight’.
14 - Login to Sharesight.
15 - Authorize access to your Sharesight account.
16 - Click on Sharesight tile.
17 – Select a Sharesight portfolio to link to your Marketech account and then Select ‘Link with Sharesight’.
18 – Once the trades are saved, your Sharesight portfolio will be populated and the Portfolio Overview Page will load.
Your holdings will be calculated with Sharesight’s performance calculation methodology, which is a money-weighted return methodology, meaning the performance figures take account of the size and timing of cash flows.
Once you have established the connection, any time you trade with Marketech your trades will automatically be synced to your Sharesight portfolio. Sharesight will also automatically track dividends and corporate actions for the holdings you have imported, plus any ongoing trades.
Now that you have populated your portfolio we recommend you:
1 - Review the trades imported:
a - Handle any negative holdings - Holdings with less buy trades than sell trades (occurs when you have transferred stocks from another broker).
b - Check fractional share trades for rounding differences.
c - Exchange rates are generated by Sharesight using the end of day exchange rate, these can be edited within the trade.
d - Handle any non automated corporate actions, such as mergers etc.
2 - Verify and confirm automatically generated data (dividends and corporate actions).
3 - Share access to your portfolio with your accountant.
4 - Add your other investments to Sharesight.
5 - Use Sharesight to help you complete your tax return.