Import & sync Hatch tradesContent also available for tax entities or on our global site.
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 ‘Import for a Broker’ tile.
3- Select the Hatch tile from the ‘Import for a Broker’ page.
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.
7 – Click on ‘Account Settings’.
8 – Click on ‘Partner connections’.
9 – Click on Sharesight ‘Connect through Hatch’ link.
10 - Sign in to Sharesight.
11 - Select to ‘agree to allow Hatch to access my account via Sharesight API’ and click ‘Authorise’.
12 - From the dropdown menu choose the portfolio you would like the Hatch trade data to sent to.
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.
15 – Once the trades are saved, your Sharesight portfolio will be populated and the Portfolio Overview Page will load.
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.
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.
2 - Verify and confirm automatically generated data (dividends and corporate actions).
3 - Share access of your portfolio with your accountant.
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 May 7, 2020 UTC