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Vanguard Australia Personal Investor

Sharesight allows you to bulk import your historical buy and sell trades directly from Vanguard Australia Personal Investor.

To bulk import your historical trading data from Vanguard Australia to Sharesight:

1 - Login into your Vanguard Personal Investor account.

2 - Click on the Transaction tab on the left sidebar.

3 - Select Investment transactions.

4 - Set the date to include all transactions since inception

5 - Click Download current view

6 - Select Spreadsheet

7 - In Sharesight, click on 'Import from a Broker' tile.

8 - Select 'Vanguard Australia'.

9 - Upload your file in the Vanguard Australia broker tile.

10 - Once you have verified the trade data, click ‘Finish and Import All’.

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.

Sharesight will automatically create dividends and corporate actions for the holdings you have imported.