Note: This connection only shares your trade history and ongoing investment data with Sharesight. None of your personal account data is shared.
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- Select the Hatch tile from the ‘Import from a Broker’ page.
4 – From the ‘Import and sync your Hatch trade account with Sharesight’ window, select the Hatch link. This will load Hatch.
5 – Sign in to your Hatch account.
6 – In Hatch click on the dropdown menu.
7 – Click on ‘Account Settings’.
8 – Click on ‘Partner connections’.
9 – Click on Sharesight ‘Connect through Hatch’ link.
10 - Sign in to Sharesight.
11 - Select to ‘agree to allow Hatch to access my account via Sharesight API’ and click ‘Authorise’.
12 - From the dropdown menu choose the portfolio you would like the Hatch trade data to be sent to.
13 - Select to either send historical trades or only future trades. If you select ‘send historical trade date’, it will download all buy and sell trades made by Hatch since you have held the trading account.
Note: If you have already populated your portfolio using the Trade Confirmation Emails feature, selecting ‘send historical trade date’ will duplicate the trades in the portfolio.
14 - Click ‘Connect with Sharesight’ button.
15 – 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 Hatch your trades will automatically be synced to your Sharesight portfolio. Sharesight will also automatically create dividends and corporate actions for the holdings you have imported, plus any ongoing trades.
The connection between Hatch and Sharesight can be revoked at any time. This needs to be done on both Hatch’s Sharesight page and in Sharesight on the ‘Sharesight API’ page, under the ‘Account settings’ dropdown menu.
1 - Review the trades imported:
a - Handle any negative holdings - Holdings with less buy trades than sell trades (occurs when 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.
2 - Verify and confirm automatically generated data (dividends and corporate actions).
3 - Share access of your portfolio with your accountant.
5 - Use Sharesight to help you complete your tax return.
If you choose not to connect your Bendigo Invest Direct account to Sharesight, you can also import your historical trading data by uploading a spreadsheet file of trades, or have your trade confirmation emails automatically forwarded to Sharesight to capture ongoing trades.