How can we help?

Help centre

Brokers & apps

Brokers & apps

Import Stake trades

Trade confirmation emails and CMC — do I need them?

Duplicate trades in your CMC portfolio

Missing trades — incomplete CMC portfolio

Revoking your CMC connection

Linking multiple CMC accounts to Sharesight

Checking and managing your CMC connection

Importing CMC historical trades (older than 12 months)

Setting up your CMC connection

What does Sharesight import from CMC?

CMC Invest help centre

Portfolio doesn't match CMC

Import Praemium trading history

Import and sync CMC trades

Import & sync e.broking account

Import Charles Schwab trades

Import Westpac trades

Import SelfWealth trades

Import your Scotiabank trades

Import a Yahoo Finance portfolio

Import BMO InvestorLine trades

Import CIBC Investors Edge trades

Import Questrade trades

Import Qtrade Investor trades

Import National Bank Direct Brokerage trades

Import HSBC Invest Direct trades

Import RBC Direct trades

Import Desjardins trades

Import TD Direct Investing trades

Import ASB Securities trading account

Sync Sharesight with Pearler

Import & sync Saxo Markets trades

Import and sync Marketech trades

Import & sync Sharesies trades