Import & sync Hatch trades

Connect your Hatch account for your buy and sell trades to be automatically populated in Sharesight each time you trade and to import your trading history from Hatch with Sharesight Connect.

Note: The tax residency of a portfolio determines the currency the holdings are displayed in.

1 – Login to or Sign up for Sharesight.

2 - On the ‘Let’s get you started with Sharesight’ page, select the ‘Import from a Broker’ tile.

2 - connecting Hatch to Sharesight

3- Select the Hatch tile from the ‘Import from a Broker’ page.

3 - - connecting Hatch to Sharesight

4 – From the ‘Import and sync your Hatch trade account with Sharesight’ window, select the Hatch link. This will load Hatch.

5 – Sign in to your Hatch account.

6 – In Hatch click on the dropdown menu.

6 - connecting Hatch to Sharesight

7 – Click on ‘Account Settings’.

7 - - connecting Hatch to Sharesight

8 – Click on ‘Partner connections’.

8 - connecting Hatch to Sharesight

9 – Click on Sharesight ‘Connect through Hatch’ link.

9 - connecting Hatch to Sharesight

10 - Sign in to Sharesight.

11 - Select to ‘agree to allow Hatch to access my account via Sharesight API’ and click ‘Authorise’.

11 - connecting Hatch to Sharesight

12 - From the dropdown menu choose the portfolio you would like the Hatch trade data to sent to.

12 - connecting Hatch to Sharesight

13 - Select to either send historical trade date or only future trades. If you select ‘send historical trade date’, it will download all buys and sell made by Hatch since you have held the trade account.

Note: If you have already populated your portfolio by forwarding the confirmation emails using the Trade Confirmation Emails feature. Selecting ‘send historical trade date’ will duplicate the trades in the portfolio.

14 - Click ‘Connect with Sharesight’ button.

13 14 - connecting Hatch to Sharesight

15 – Once the trades are saved, your Sharesight portfolio will be populated and the Portfolio Overview Page will load.

Hatch Portfolio in Sharesight

Your holdings will be calculated by Sharesight’s performance calculation methodology which is a money-weighted return methodology, meaning the investment performance takes account of the size and timing of cash flows.

Sharesight will automatically create dividends and corporate actions for the holdings you have imported.

With your Hatch account connected to Sharesight any time you trade with Hatch your trade will automatically be populated within Sharesight.

The Hatch and Sharesight connect can revoke at any time. This need to be done on both Hatch’s Sharesight page and in Shareshares on the ‘Sharesight API’ page, under the ‘Account settings’ dropdown menu.

Sharesight Portfolio

Now that you have populated your portfolio we recommend you:

1 - Review the trades imported:

a - Handle any negative holdings - Holdings with less buy trades than sell trades (occurs when transferred stocks from another broker).

b - Check fractional share trades for rounding differences.

c - Exchange rates are generated by Sharesight using the end of day exchange rate, these can be edited within the trade.

d - Handle any non automated corporate actions, such as mergers etc.

2 - Verify and confirm automatically generated data (dividends and corporate actions).

3 - Share access of your portfolio with your accountant.

4 - Add your other investments to Sharesight.

5 - Use Sharesight to help you complete your tax return.

Note: This connection only share your trade history and ongoing investment data with Sharesight none of your personal account data is shared.

Last modified on August 19, 2021 UTC

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