Back to brokers & apps

CMC Markets Invest

Connect your CMC account to Sharesight

Import CMC historical trades

Connect your CMC account to Sharesight

Connect your CMC account to Sharesight automatically sync your past 12 months and ongoing trades to your Sharesight portfolio.

  1. Sign in to your CMC account.

  2. Select the Account dropdown menu.

  3. Select Tax & Portfolio Reporting.

CMC5

  1. Click Sign up for an account and then register button.

CMC6

CMC new

  1. From Authority to share, select either select Send my last 12 months of trading history to Sharesight or Do not send my historical trades, I will start a new portfolio with Sharesight.
If 'Send my last 12 months of trading history to Sharesight' is selected, trades older than 365 days needs to be manually updated via csv file or pdf contract note. Refer to the section below to transfer your historical buy and sell transactions.

  1. Select I authorise CMC markets Stockbroking to share data relating to my trading stockbroking account with Sharesight.

  2. Click Proceed button.

cmc 365

  1. This will launch Sharesight. Sign in or sign up for a Sharesight account.

CMC7

  1. Select the portfolio you would like your CMC holdings and trades to be imported to. You can choose an existing portfolio or create a new portfolio.

CMC8

  1. Select I agree to allow CMC Markets Stockbroking to access this portfolio via Sharesight Connect.

  2. Click Finish.

CMC9

Once the process is completed, you will be redirected to the Sharesight overview page.

Import CMC historical trades

Embedded content: https://www.youtube.com/watch?v=HIgZ2swnhSI

  1. Login to your CMC Invest account.

  2. Click on the Account > Confirmations tab.

  3. Select Open advanced search.

  4. Set Start date to since inception; End date to today's date*

*(set end date to 365 days prior to today's date if you've select the option "Send my last 12 months of trading history to Sharesight)

  1. Download trades as a CSV file.

  2. Upload your file through the CMC broker tile, which can be accessed via the Brokers tab on Sharesight.

Dividend reinvestment

If you have dividend reinvestment on your holdings, please follow this help page to setup auto DRPs.

Revoke connection

To revoke CMC connection, you have to do it on both Sharesight and CMC website. Please follow this help page to revoke connection in Sharesight. For CMC, please contact CMC customer support.

Portfolio looks wrong

  1. Review the trades imported:
    • Handle any negative holdings: Holdings with less buy trades than sell trades (occurs when you have transferred stocks from another broker).
    • Check fractional share trades for rounding differences.
    • Exchange rates are generated by Sharesight using the end of day exchange rate. These can be edited within the trade.
    • Handle any non automated corporate actions such as mergers, etc.
  2. Verify and confirm automatically generated data (dividends and corporate actions).
  3. Set up the Trade Confirmation Emails feature to automatically import future trades.
  4. Share access to your portfolio with your accountant.
  5. Add your other investments to Sharesight.
  6. Use Sharesight to help you complete your tax return.