Keeping your portfolio up to date
Broker email import
Sharesight can import trades from the PDF contact note that your broker sends you via email. Sharesight currently supports over 95 online brokers.
Simply forward the contract note to the email address that we create for your portfolio and the trade will be automatically recorded into your Sharesight portfolio.
Better yet, use the broker email import feature to instruct your broker to send a copy of the contract note directly to your portfolio’s email address so your portfolio is automatically updated each time you trade.
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.
Exchanges Sharesight tracks and price updates
Sharesight updates prices for the NZX and ASX with a 20 minute delay. To refresh the price for a holding simply refresh the page. Sharesight updates prices for all other exchanges once daily at market close.
Sharesight currently supports over 25 Stock Exchanges and Managed Funds, meaning data such as the price, dividends and corporate actions for holdings in your portfolio will update automatically.
Sharesight has access to 200 global markets and intends to roll out more markets on demand. Please leave a message in our community forum to request a new market.
Last modified on April 29, 2018 UTC