How can we help?

Each Sharesight portfolio has an unique email address. You can add this email address either as a contact email in your broker platform, or setup an automatic forwarding rule from your email service, so that ongoing trades gets automatically updated on your portfolio.

Note: The Trade Confirmation Email address is only available from an individual portfolio. This option is not available when viewing a consolidated portfolio.

Viewing your portfolio email address:

1. Click on Settings tab from investments page.

2. Select Trade Confirmation Email from Connection section.