Keep your portfolio up to dateContent also available for tax entities or on our global site.
Keeping your portfolio up to date webinar
Trade Confirmation Emails
Sharesight can import trades from the PDF and email trade confirmation that your broker sends you via email. Sharesight currently supports over 150 online brokers.
Using the Trade Confirmation Emails feature either forward the trade confirmation to the email address that Sharesight creates for your portfolio or provide that email address to your broker from them to send a copy of the trade confirmation directly to your portfolio’s email address so your portfolio is automatically updated each time you trade.
Brokers that have partnered with Sharesight and utilise Sharesight Connect, have an ongoing active connection, your trades (i.e. buy and sell) will automatically be record in your Sharesight portfolio. Most of these brokers also provide 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 28 Stock Exchanges and Managed/Mutual 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 roll out more markets on demand. Please leave a message in our community forum to request a new market.
Last modified on May 15, 2020 UTC