Sharesight Connect

Introduction

Sharesight Connect is a service that allows you to exchange data with other online organisations. For example, if your online broker supports Sharesight Connect, you can authorise your broker to automatically record your share trading data (i.e. buy and sell trades) into your Sharesight portfolio. This can save a lot of time because you no longer have to manually record this information into your Sharesight portfolio.

If you are a paying subscriber, any organisations that you authorise to access your portfolio via Sharesight Connect will also be able to extract data from your portfolio. This means that you can make your portfolio data available to other systems (for example a charting package or an accounting system), rather than having to maintain duplicate records.

Sharesight Connect is faster and more reliable than the Broker Email Import as it provides a direct electronic connection to the broker and does not rely on scanning and processing PDF statements. Sharesight is working to establish relationships with a number of partner organisations so that Sharesight Connect can be made available in more places. A list of partner organisations is provided below.

Key topics handled in this section:

  1. Authorising access
  2. Monitoring transactions that are recorded into your portfolio via Sharesight connect
  3. Revoking Access with Sharesight Connect
  4. How to connect to CMC Markets Stockbrocking
  5. How to connect to Bendigo Invest Direct
  6. How to connect to Bank of Queensland
  7. How to connect to eBroking
  8. How to connect to ANZ (New Zealand)
  9. Request support for a broker

Authorising Access

Before you can exchange your data with another organisation, you must grant them access to connect to your portfolio via Sharesight connect. It is important that you only authorise access to organisations that you trust (Sharesight can’t control how a third party organisation might choose to use your data once you have granted them access to it).

The authorisation process is typically initiated from within the system that you want to connect to your Sharesight portfolio. For example, your broker may display a ‘connect to Sharesight’ option so that you can opt to allow your broker to access your Sharesight portfolio. In order to grant access, you will be redirected to log into your Sharesight account and select which portfolio you would like to grant access to.

Note: Access is granted on a per portfolio basis. If you have several online broking accounts, you could connect each one to a separate portfolio or you can have multiple connections to a single portfolio - the choice is yours.

Monitoring transactions that are recorded into your portfolio via Sharesight Connect

By default, Sharesight will send you an email each time a trade is recorded in your portfolio via Sharesight Connect. This email confirms the details of the trade that has been created and contains a link to view this trade in your Sharesight portfolio.

You will also receive an email containing an appropriate error message if Sharesight has been unable to create a trade that has been sent to your portfolio via Sharesight Connect. Errors include things like invalid share codes or sell trades that would result in a negative quantity within your portfolio.

You may opt to disable email confirmations so that you will only receive an email when an error has occurred or you can disable the email notifications entirely. This setting can be found on the settings tab for the portfolio.

Options to enable or disable the email notifications can be found under the Sharesight Connect heading (this heading is only visible when you have established a connection).

Revoking Access

If you no longer wish to provide an organisation access to your portfolio, you may revoke access at any time. In Sharesight you can to this via the ‘Sharesight Connect’ option on the settings tab. We encourage our Sharesight Connect partners to also provide an option to revoke access within their own systems as well.

Sharesight Connect Partners

  • CMC Markets Stockbroking

    CMC Markets Stockbroking offers a co-branded version of Sharesight for CMC customers. Existing Sharesight customers can also connect their CMC Markets Stockbroking account to their Sharesight portfolio. Once the connection is established CMC will populate the trading history and synchronise any future buy or sell trades to the Sharesight portfolio. To connect your CMC Markets Stockbroking account to Sharesight, click ‘Portfolio Manager’ under the Shares menu. Login to CMC.

  • Bendigo Invest Direct

    Bendigo Invest Direct offers a co-branded version of Sharesight for Bendigo customers. Existing Sharesight customers can also connect their Bendigo Invest Direct account to their Sharesight portfolio. Once the connection is established Bendigo will populate the trading history and synchronise any future buy or sell trades to the Sharesight portfolio.

    To connect your Bendigo Invest Direct account to Sharesight, click ‘Portfolio Manager’ under the Shares menu. Login to Bendigo Invest Direct.

  • Bank of Queensland

    Bank of Queensland offers a co-branded version of Sharesight for BOQ customers. Existing Sharesight customers can also connect their BOQ account to their Sharesight portfolio. Once the connection is established BOQ will populate the trading history and synchronise any future buy or sell trades to the Sharesight portfolio.

    To connect your Bank of Queensland account to Sharesight, click ‘Portfolio Manager’ under the Shares menu. Login to Bank of Queensland.

  • eBroking

    eBroking offers a co-branded version of Sharesight for eBroking customers. Existing Sharesight customers can also connect their eBroking account to their Sharesight portfolio. Once the connection is established eBroking will populate the trading history and synchronise any future buy or sell trades to the Sharesight portfolio.

    To connect your Bank of Queensland account to Sharesight, click ‘Portfolio Manager’ under the Shares menu. Login to eBroking.

  • ANZ Securities (New Zealand)

    ANZ Securities Limited (ANZ Securities) supports Sharesight Connect to allow ANZ Securities customers to have their trade data automatically recorded into a Sharesight portfolio. This eliminates the need to manually record share trades into Sharesight each time you buy and sell shares. If you are an ANZ Securities customer you can Login to your ANZ Securities account and follow the simple online process to connect your ANZ Securities account to a Sharesight portfolio.

    If you are not already a Sharesight customer you will be able to subscribe to Sharesight as part of this process. If you are not an ANZ Securities client and don’t want to miss out on these benefits, Request an ANZ Securities application pack**.

    Note: ANZ Securities does not send historical trades to Sharesight.

Request support for your broker

The Sharesight team is open to adding new brokers to the list of existing Sharesight Connect partners if possible and viable. If you have one in mind feel free to add your voice to the Sharesight customer forum. Please first search if your broker has already been mentioned and add your vote if so.

More brokers are coming soon, watch this space!

Last modified on April 19, 2017 UTC