Import your trading history directly from your broker or provider

Content also available for New Zealand, Australian, 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 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 ‘Trade Confirmation Emails feature’ feature which 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 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 Canadian Brokers and Provider

Brokers and ProviderImporting
BMO InvestorLineHistorical trade import only
CIBC Investors EdgeHistorical trade import only. Use Trade Confirmation Emails feature to automatically populate future trades in Sharesight
Credential DirectHistorical trade import only
DesjardinsHistorical trade import only
Google FinanceHistorical trade import only
HSBC Invest DirectHistorical trade import only
National Bank Direct BrokerageHistorical trade import only
Qtrade InvestorHistorical trade import only
QuestradeHistorical trade import only
RBC DirectHistorical trade import only
ScotiabankHistorical trade import only. Use Trade Confirmation Emails feature to automatically populate future trades in Sharesight
TD Direct InvestingHistorical trade import only
Virtual BrokersHistorical trade import only
YahooHistorical trade import only
Virtual BrokersHistorical trade import only
YahooHistorical trade import only

Supported American Brokers and Provider

Brokers and ProviderImporting
Charles SchwabImport historical trades into Sharesight using the Broker Importer.

Supported Australia Brokers and Provider

Brokers and ProviderImporting
ANZ Shares InvestingHistorical trade import only. Use our Trade Confirmation Emails feature to automatically populate future trades in Sharesight.
amscotSharesight partner, Sharesight connect utilised. Future trades are automatically populated in Sharesight. You can opt to have historical trades imported.
CMC Sharesight partner, Sharesight connect utilised. Future trades are automatically populated in Sharesight. You can opt to have historical trades imported.
CommSecHistorical trade import only. Use our Trade Confirmation Emails feature to automatically populate future trades in Sharesight
Bendigo Invest DirectSharesight partner, Sharesight connect utilised. Future trades are automatically populated in Sharesight. You can opt to have historical trades imported.
BOQSharesight partner, Sharesight connect utilised. Future trades are automatically populated in Sharesight. You can opt to have historical trades imported.
e.brokingSharesight 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
nabtradeHistorical trade import only. Use our Trade Confirmation Emails feature to automatically populate future trades in Sharesight
PraemiumHistorical trade import only
Saxo MarketsSharesight partner, Historical trade & Syncing recent trades
StakeHistorical trade import only. Use our Trade Confirmation Emails feature to automatically populate future trades in Sharesight.
WestpacHistorical trade import only. Use our Trade Confirmation Emails feature to automatically populate future trades in Sharesight.
YahooHistorical trade import only.

Supported Global Brokers and Provider

Brokers and ProviderImporting
Google Finance Historical trade import only
Saxo MarketsHistorical trade & Syncing recent trades
YahooHistorical trade import only

Supported New Zealand Brokers and Provider

Brokers and ProviderImporting
ASB SecuritiesHistorical trade import only. Use our Trade Confirmation Emails feature to automatically populate future trades in Sharesight.
Direct BrokingSharesight connect utilised. Future trades are automatically populated in Sharesight. You can import historical trades via the broker import feature or by using the file import feature
Saxo MarketsSharesight partner, Historical trade & Syncing recent trades
HatchSharesight partner, Sharesight connect utilised; future trades automatically populated in Sharesight, can opt to have historical trades imported
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 June 5, 2020 UTC