Portfolio Email address

Content also available for tax entities or on our global site.

Each Sharesight portfolio has an unique email address. You can add this email address either as a contact email in your broker platform, or setup an automatic forwarding rule from your email service, so that ongoing trades gets automatically updated on your portfolio.

Viewing your portfolio email address:

  1. Click on ‘Settings’ tab from overview page.

  2. Select ‘Trade Confirmation Email’ from Connection section.

Portfolio Email adress

Last modified on June 17, 2024 UTC

Try Sharesight today
Track 10 holdings for free.
Sign up for Free