Import and sync Marketech tradesContent also available for tax entities or on our global site.
Note: This connection only shares your trade history and ongoing investment data with Sharesight none of your personal account data is shared.
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.
3 - Click on the Marketech tile on the ‘Import from a Broker’ page.
4 - From the window, select the Marketch link. This will load Marketech.
5 – Sign in to your Marketech account.
6 – In Marketech, click on the Portfolio tab.
7 – A Trading History window will show up. Select the export icon.
8 – Click on Sharesight tile.
9 – If ‘No, I need to sign up with Sharesight’
10 - Click on ‘Sign up with Sharesight’
11 – Click on ‘Get started with Sharesight’.
12 – If ‘Yes, I already have a Sharesight account’
13 - Click on ‘Authenticate with Sharesight’
14 - Login to Sharesight
15 - Authorize access to your Sharesight account
16 - Click on Sharesight tile
17 – Select a Sharesight portfolio to link to your Marketech account and then Select ‘Link with Sharesight’
18 – 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.
Now that you have populated your portfolio, we recommend you verify and confirm automatically generated data.
With the Marketech integration any time you trade with Marketech your trade will automatically be populated with Sharesight (this occurs once a day around midnight).
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.
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 March 1, 2021 UTC