Import trades via your broker’s trade confirmations

Sharesight can automatically record buy and sell trades into your portfolio using a feature called Trade Confirmation Emails.

How this works:

1. Your broker send you a trade confirmation email every time you successfully place a buy or sell trade (The transaction detail should be in a PDF file attached to the email or within the email).

2. Each Sharesight portfolio has a unique email address.

3. You (or your broker) forward a copy of the trade confirmation email to your portfolio email address.

4. Sharesight read & record the trade in your portfolio. All in 5 minutes (You’ll also receive a confirmation email if you enabled notification email once the trade has been processed).

5. No missing record. No more manual data entry nightmare.

Sharesight currently process over 200 brokers’ trade confirmations.

Note: CMC Markets Stockbroking, Bendigo Invest Direct, eBroking or Saxo Markets customers can automatically link your accounts using Sharesight Connect and don’t need to enable Trade Confirmation Emails feature.

3 Ways to forward Trade Confirmation Emails:

1. Your broker send it on your behalf

2. Set up email forwarding in your personal inbox

3. Manually forward from your personal inbox

Your broker send it on your behalf:

The best option out of the three. Some brokers such as Commsec or SelfWealth has the option to send trade confirmation to multiple emails.

Add your portfolio email address to your brokerage account:

1. In Sharesight, from any page click on the Settings tab.

2. Under Connection, click the Trade Confirmation Emails side tab.

3. Click Copy and paste email address in your brokerage account.

Contact your broker if you’re not sure where to add an additional email address.

Set up email forwarding in your personal inbox:

This is the next best option if your broker doesn’t have the option to add more than one email address.

How to set up email forwarding in your personal inbox for Gmail, Apple or Outlook.

Gmail

1. In Sharesight, from any page click on the Settings tab.

2. Under Connection, click the Trade Confirmation Emails side tab.

3. Open a Gmail account.

4. In the top right, click Settings > See all settings.

5. Click the Forwarding and POP/IMAP tab.

6. In the Forwarding section, click Add a forwarding address.

7. Copy and paste your portfolio email address.

8. Click Next > Proceed > OK.

9. A verification message will be sent to that address. Click the verification link in that message.

10. Go back to the settings page for the Gmail account you want to forward messages from, and refresh your browser.

11. Click the Forwarding and POP/IMAP tab.

12. In the Forwarding section, select Forward a copy of incoming mail to.

13. Choose what you want to happen with the Gmail copy of your emails. We recommend Keep Gmail’s copy in the Inbox.

14. At the bottom of the page, click Save Changes.

Please refer to Google support for more information.

How to locate the verification link message in Sharesight:

1. Open your Sharesight account.

2. At the top, click Settings.

3. Click Trade Confirmation Emails under Connection.

4. Click View emails inbox.

5. You should see a forwarding confirmation email.

6. Click on the subject title.

7. Click show raw email body.

8. Locate the http URL address.

9. Highlight the address, copy and paste in the browser URL .

Apple

1. In Sharesight, from any page click on the Settings tab.

2. Under Connection, click the Trade Confirmation Emails side tab.

3. Select Copy next to the email address.

4. In Mail on iCloud.com, click the gear icon at the top of the Mailboxes list, then choose Settings.

5. In the General tab, select Forward my email to, then paste the forwarding address in the text field.

6. Click Done.

Please refer to Apple support for more information.

Outlook

1. In Sharesight, from any page click on the Settings tab.

2. Under Connection, click the Trade Confirmation Emails side tab.

3. Select Copy next to the email address.

4. Go to Outlook. At the top of the page, select Settings > View all Outlook settings.

5. Select Mail > Forwarding.

6. Select Enable forwarding, enter the forwarding email address, and select Save.

Please refer to Microsoft support for more information.

Manually forward from your personal inbox:

This is ideal if you don’t trade frequently.

How to manually forward from your personal inbox:

1. In Sharesight, from any page click on the Settings tab.

2. Under Connection, click the Trade Confirmation Emails side tab.

3. Select Copy next to the email address.

4. Open the trade confirmation email in your inbox

5. Select Forward

6. Paste email address in the To field

7. Click send

Email notification:

1 – Select the Email notification setting you would like:

• Off - Receive no notification of trades being imported from a trade confirmations.

• On - Receive an email notification of trades being imported from a trade confirmations.

• Errors only - Only receive an email notification when an error has occurred and the trades have not been imported from the trade confirmation.

2 – If your broker’s trade confirmation PDF has a password, enter the password and click the ‘Save Password’ button.

Note: If your trade confirmation has failed to import, refer to the Trade Confirmation Emails common errors.

Note: The trade confirmations can be viewed within Sharesight in the View Emails Inbox.

Would you like us to support your broker’s trade confirmation?

If your broker is not on the list, ask us to support your broker’s trade confirmations.

In order to support a broker’s trade confirmations we require:

1. Examples of buy and sell trade confirmations (the more the better).

2. The email address the broker sends them from.

3. The subject line of the emails.

Last modified on January 3, 2023 UTC