Keeping your portfolio up-to-date

Broker email import

Sharesight can import trades from the PDF contact note that your broker sends you via email. Simply forward the contract note to the email address that we create for your portfolio and the trade will be automatically recorded into your Sharesight portfolio.

Better yet, use the broker email import feature to instruct your broker to send a copy of the contract note directly to your portfolio’s email address so your portfolio is automatically updated each time you trade.

Sharesight Connect

Sharesight Connect is a new service that allows you to electronically link your broker share trading account to your Sharesight portfolio.

Exchanges Sharesight tracks and price updates

Sharesight updates prices for the NZX with a 20 minute delay. To refresh the price for a holding on the NZX simply refresh the page. Sharesight updates prices for all other exchanges once daily at market close. Sharesight receives prices from the following exchanges ASX, CNSX, CVE, EURONEXT, FRA, HKG, JSE, LSE, NASDAQ, NYSE, NZX, SGX, SWX, TSE & TYO, BME, BIT, BSE and NSE. Sharesight also sources managed funds (including mFunds) for the ASX and NZX.

Sharesight has access to 200 global markets and intends to roll out more markets on demand. Please leave a message in our forum to request a new market.

Last modified on April 19, 2017 UTC