Importing your trading history directly from your broker or portfolio tracker provider

Using the ‘Broker & Provider Import’ function is an easy and quick way to set up a new portfolio in Sharesight. For supported brokers and providers, this process essentially automates our ‘file import’ tool.

Brokers or Providers that have partnered with Sharesight and utilise Sharesight Connect, have an ongoing active connection, meaning they will automatically record your trades (i.e. buy and sell) going forward into your Sharesight portfolio. Most of these brokers also provide you with the option to import your historical trades.

All other brokers and partners that don’t utilise Sharesight Connect will enable you to import historical trades and are not an ongoing active connection, meaning they will not automatically import your ongoing trades into Sharesight. For these brokers and providers you can use our ‘Broker Email import’ feature which imports your trades using the contract note your broker emails you or you can manually add your trades.

It’s best to utilise importing from a broker or providers feature with a new or empty portfolio as this removes the possibility of importing duplicate transactions.

Note that if you have changed broker and have had your historical trades transferred to your new broker, these historical trades will not be imported by your new broker. You will need to download the CSV from the original broker or add the holdings and trades in manually.

Below is a list of all the currently supported brokers & providers, if your brokers or providers is not listed below then you can use the ‘file import tool’ to bulk upload your trades.

Embedded content: Using Broker Import - Sharesight Portfolio Management

Supported Brokers and Provider for import feature

Supported Australia Brokers and Provider

Brokers and ProviderImporting
ANZ Shares InvestingHistorical trade import only
CMC Sharesight partner, Sharesight connect utilised; future trades automatically populated in Sharesight, can opt to have historical trades imported
CommescHistorical trade import only
Bendigo Invest DirectSharesight partner, Sharesight connect utilised; future trades automatically populated in Sharesight, can opt to have historical trades imported
BOQSharesight partner, Sharesight connect utilised; future trades automatically populated in Sharesight, can opt to have historical trades imported
e.brokingSharesight partner, Sharesight connect utilised; future trades automatically populated in Sharesight, can opt to have historical trades imported
Google Finance Historical trade import only
NabtradesHistorical trade import only
WestpacHistorical trade import only
YahooHistorical trade import only

Supported Canadian Brokers and Provider

Brokers and ProviderImporting
Google Finance Historical trade import only
QuestradeSharesight partner, Sharesight connect utilised; future trades automatically populated in Sharesight, can opt to have historical trades imported
YahooHistorical trade import only

Supported Global Brokers and Provider

Brokers and ProviderImporting
Google Finance Historical trade import only
YahooHistorical trade import only

Supported New Zealand Brokers and Provider

Brokers and ProviderImporting
ANZ SecuritiesSharesight connect utilised; future trades automatically populated in Sharesight, cannot import historical trades imported, to import historical trade usin the file import feature
ASB Securities-
CMC Sharesight partner, Sharesight connect utilised; future trades automatically populated in Sharesight, can opt to have historical trades imported
CommescHistorical trade import only
Bendigo Invest DirectSharesight partner, Sharesight connect utilised; future trades automatically populated in Sharesight, can opt to have historical trades imported
BOQSharesight partner, Sharesight connect utilised; future trades automatically populated in Sharesight, can opt to have historical trades imported
e.brokingSharesight partner, Sharesight connect utilised; future trades automatically populated in Sharesight, can opt to have historical trades imported
Google Finance Historical trade import only
NabtradesHistorical trade import only
WestpacHistorical trade import only
YahooHistorical trade import only

Note: Sharesight will never remember or store broker or provider login details. You are simply using your private login to download your trading data, which is then uploaded on your behalf.

Last modified on December 4, 2017 UTC