Import your trading history directly from your broker or provider
Content also available for New Zealand, Canadian, and UK tax entities or on our global site.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 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 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 use our ‘Trade Confirmation Emails feature’ feature to imports your trades using the trade confirmations 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 spreadsheet 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.
Supported Brokers and Provider for import feature
Supported Australia Brokers and Provider
| Brokers and Provider | Importing |
|---|---|
| ANZ Shares Investing | Historical trade import only. Use our Trade Confirmation Emails feature to automatically populate future trades in Sharesight. |
| CMC | Sharesight partner, Sharesight connect utilised. Future trades are automatically populated in Sharesight. You can opt to have historical trades imported. |
| CommSec | Historical trade import only. Use our Trade Confirmation Emails feature to automatically populate future trades in Sharesight |
| Bendigo Invest Direct | Sharesight partner, Sharesight connect utilised. Future trades are automatically populated in Sharesight. You can opt to have historical trades imported. |
| BOQ | Sharesight partner, Sharesight connect utilised. Future trades are automatically populated in Sharesight. You can opt to have historical trades imported. |
| e.broking | Sharesight partner, Sharesight connect utilised. Future trades are automatically populated in Sharesight. You can opt to have historical trades imported. |
| Google Finance | Historical trade import only |
| nabtrade | Historical trade import only. Use our Trade Confirmation Emails feature to automatically populate future trades in Sharesight |
| Praemium | Historical trade import only |
| Saxo Markets | Sharesight partner, Historical trade & Syncing recent trades |
| SelfWealth | Historical trade import only. Use our Broker Email Import feature to automatically populate future trades in Sharesight |
| Stake | Historical trade import only. Use our Trade Confirmation Emails feature to automatically populate future trades in Sharesight. |
| Westpac | Historical trade import only. Use our Trade Confirmation Emails feature to automatically populate future trades in Sharesight. |
| Yahoo | Historical trade import only. |
Supported American Brokers and Provider
| Brokers and Provider | Importing |
|---|---|
| Charles Schwab | Import historical trades into Sharesight using the Broker Importer. |
Supported Canadian Brokers and Provider
| Brokers and Provider | Importing |
|---|---|
| BMO InvestorLine | Historical trade import only |
| CIBC Investors Edge | Historical trade import only. Use Trade Confirmation Emails feature to automatically populate future trades in Sharesight |
| Desjardins | Historical trade import only |
| Google Finance | Historical trade import only |
| HSBC Invest Direct | Historical trade import only |
| National Bank Direct Brokerage | Historical trade import only |
| Qtrade Investor | Historical trade import only |
| Questrade | Historical trade import only |
| RBC Direct | Historical trade import only |
| Scotiabank | Historical trade import only. Use Trade Confirmation Emails feature to automatically populate future trades in Sharesight |
| TD Direct Investing | Historical trade import only |
| CI Direct Trading | Historical trade import only |
| Yahoo | Historical trade import only |
Supported Global Brokers and Provider
| Brokers and Provider | Importing |
|---|---|
| Google Finance | Historical trade import only |
| Saxo Markets | Historical trade & Syncing recent trades |
| Yahoo | Historical trade import only |
Supported New Zealand Brokers and Provider
| Brokers and Provider | Importing |
|---|---|
| ASB Securities | Historical trade import only. Use our Trade Confirmation Emails feature to automatically populate future trades in Sharesight. |
| Jarden Direct | Historical trade import only. Use our Trade Confirmation Emails feature to automatically populate future trades in Sharesight. |
| Saxo Markets | Sharesight partner, Historical trade & Syncing recent trades |
| Hatch | Sharesight partner, Sharesight connect utilised; future trades automatically populated in Sharesight, can opt to have historical trades imported |
| Yahoo | Historical 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 January 12, 2023 UTC