Back to brokers & apps

Marketech

If you trade via Marketech, you can directly connect your brokerage account to Sharesight, allowing you to automatically sync your historic and ongoing trades to your Sharesight portfolio.

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

How to connect your Marketech account to Sharesight

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.

Step 2 Marketech

3 - Click on the Marketech tile on the ‘Import from a Broker’ page.

Step 3 Marketech

4 - From the window, select the Marketech link. This will load Marketech.

5 – Sign in to your Marketech account.

6 – In Marketech, click on the Portfolio tab.

MT6

7 – A Trading History window will show up. Select the export icon.

MT7

8 – Click on Sharesight tile.

MT8

9 – If ‘No, I need to sign up with Sharesight’.

MT9

10 - Click on ‘Sign up with Sharesight’.

MT10

11 – Click on ‘Get started with Sharesight’.

MT11

12 – If ‘Yes, I already have a Sharesight account’.

MT12

13 - Click on ‘Authenticate with Sharesight’.

MT13

14 - Login to Sharesight.

Step 14 Marketech 15 - Authorize access to your Sharesight account.

MT15

16 - Click on Sharesight tile.

MT16

17 – Select a Sharesight portfolio to link to your Marketech account and then Select ‘Link with Sharesight’.

MT17

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

MT18

Sharesight portfolio MT

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

Once you have established the connection, any time you trade with Marketech your trades will automatically be synced to your Sharesight portfolio. Sharesight will also automatically track dividends and corporate actions for the holdings you have imported, plus any ongoing trades.

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 you have 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 to 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 shares your trade history and ongoing investment data with Sharesight. None of your personal account data is shared.