Back to brokers & apps

Westpac

There are two ways to connect Westpac to Sharesight depending on where you are in your setup:

  • New to Sharesight? Start by importing your full trade history using the CSV export below, then set up trade confirmation emails so future trades are imported automatically.
  • Already using Sharesight? Skip the CSV import. Simply forward your trade confirmation email (with the PDF contract note attached) to your portfolio email address. To avoid doing this manually each time, add your portfolio email address to your Westpac account — Westpac will then automatically send each confirmation to Sharesight when a trade is placed.

How to import your historical trades from Westpac

Note: This is a one-time setup for new Sharesight users to import their full trade history. For any trades placed after your initial import, use trade confirmation emails instead — do not re-upload the CSV.

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

  1. Log into your Westpac Account.

  2. Navigate to Trading.

  3. Navigate to Share Orders.

  4. Select the Confirmations tab and set the date range to cover your full trading history (from your first trade to today).

  5. Click Download CSV.

  6. Download your trades

Westpac Confirmation file

Once your file is downloaded, you can import it into Sharesight using the following steps

1 – Login to or sign up for Sharesight.

2 - Click Add investment > Upload via broker.

3 - Search for Westpac and select it.

4 – Click on Choose a file.

5 - Select the file you downloaded from Westpac.

6 - Click Confirm upload.

Note: If you have changed brokers and transferred the holdings to Westpac, these trades will not be in the downloaded file and will not be imported into Sharesight. These trades and holdings can be added manually.
  1. The 'Ready to Import' page will show an itemised list of all trades imported from your Westpac trading account. Verify and edit the trade data as required.

Trades appear under 'Rejected trades' page contains some errors that needs to be fixed, please refer to common errors page on how to fix them.

  1. Once you have verified the trade data, click 'Finish and Import All'.

  2. Once the trades are saved, your Sharesight portfolio will be populated and the Portfolio Investments Page will load.

Your holdings will be calculated by 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.

How to automatically import future trades from Westpac

Set up trade confirmation emails so that every time you place a trade with Westpac, the contract note is automatically forwarded to Sharesight — no manual steps required after the initial setup.

Embedded content: https://www.youtube.com/watch?v=wztioP6DuTk

  1. Login to Westpac Share Trading.

  2. Select My Account > Personal details.

  3. Click Add under Email addresses section

  4. Enter your portfolio email address > click Save

  5. Go to My Account > Holdings & Accounts

  6. Select Account Details.

  7. Under Email Confirmations section, tick your portfolio email address under Copy (Up to 5 Copies)

  8. Save preference

Once saved, Westpac will automatically email your contract note to Sharesight every time you place a trade. You do not need to forward emails manually.

After importing your portfolio

Now that your portfolio is populated, see What to do after importing your portfolio for next steps.