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Founded in 2006, Bellmont Securities is a boutique Australian portfolio manager and broker, offering research-driven share portfolios to individuals and financial intermediaries.
How we work together
Bellmont Securities is a Sharesight Professional partner that leverages Sharesight to provide award-winning portfolio reporting to its clients.
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.
How to import new trades
Read this guide to learn how to forward your trade confirmation emails from Bellmont Securities in to your Sharesight portfolio.