Import your historical trading data from ANZ Share Investing

Content also available for tax entities or on our global site.

To bulk import your historical trading data from ANZ Share Investing to Sharesight:

1 – On the ‘Let’s get started by adding some trades’ page, select the ANZ Share Investing tile from the ‘Broker & Provider Import’ tab on the right-hand side of the screen.

ANZ - 1

2 – From the ‘Import your historical trades from your ANZ Share Investing account’ window, select the ANZ Share Investing link.

Anz - 2

3 – Sign in to your ANZ Share Investing account.

4 – Navigate to your trading account.

5 – Select the ‘Account’ dropdown menu.

6 – Select ‘Confirmations’ from the dropdown menu.

5 & 6 - ANZ

7 – Select the time frame of trade history you would like to import into Sharesight.

Note: Any trades outside the selected date range will not be imported into Sharesight.

7 - ANZ

8 – Select the file format as ‘Excel (CSV)’.

8 - ANZ

9 – Click the ‘Download’ button.

Note: If you have changed brokers and transferred the holdings to ANZ Share Investing these trades will not be in the downloaded file and will not be imported into Sharesight. These [trades]m/edit_trade/) and holdings can be added manually.

9 - ANZ

10 – From the ‘Import your historical trade from your ANZ Share Investing account’ window, click the ‘Choose file’ button.

Anz - 10

11 – From the ‘Open file’ window, find and select your ANZ exported Excel (CSV) file. It is likely the file will be in your downloads folder.

12 – Click the ‘Open’ button.

13 – From the ‘Import your historical trades from your ANZ Share Investing account ‘ window, click the ‘Upload’ button.

Anz - 13

14 – The ‘Trades to import into Portfolio:’ page will show an itemised list of all trades imported from the ANZ Share Investing exported Excel (CSV) file. Verify and edit the trade data as required. If trades appear in red, this means that Sharesight can’t upload the trade or the trade will cause errors in your portfolio. The solutions to common errors can be found here.

15 – Once you have verified the trade data, select ‘Save all transactions’.

ANZ 14 & 15

16 – 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 and set up the Broker Email Import feature to automatically import future trades.

ANZ 16

Last modified on October 30, 2018 UTC