Import & sync Sharesies trades

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

Connect your Sharesies Portfolio to import your trading history and for your ongoing buy and sell trades to be automatically synced via the Sharesight API to your Sharesight portfolio each time you trade.

Note: This integration automatically shares your future Sharesies trade data with Sharesight. You can also elect to share data from your previous trades. None of your personal account data is shared.

How to connect your Sharesies Portfolio using the Sharesight API

1 - Login to your Sharesies account.

2 - From your Sharesies Portfolio, click on the main menu and go into the settings page. Sharesies connect step 02

3 - Go to Portfolio.

Sharesies Connect step 3

4 - Under ‘Connect your Portfolio to Sharesight’;

a - Click on the “Connect to Sharesight” button.

b - Tick the box to authorise Sharesies to send transaction details to Sharesight

c - Click on the “Continue” button

Sharesies Connect Step 4

5 - You will be prompted to log in to your Sharesight account at this stage, if you do not yet have an existing Sharesight account, it’s free to sign up for an account. Sharesies connect step 05

6 - Once you have signed in, a message will appear asking you to “Authorize access to your Sharesight account”. To authorise access:

a - Tick “I agree to allow Sharesies to access my account via Sharesight API”.

b - Click on “Authorise”.

Sharesies connect step 06

7 - You will be prompted to a security check screen where you have to enter your Sharesies password. Sharesies Connect Step 7

8 - Once the password has been entered, you will be directed back to the Portfolio preferences page within your Sharesies account. To connect your Sharesight Portfolio;

a - Choose the Sharesight portfolio to be connected.

b - By default, the “Send all past buy and sell transactions” option will be ticked. You can untick this option if you do not wish to import your historical Sharesies data to Sharesight.

c - Then click “Connect”.

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9 - Your Sharesight portfolio will be now connected with Sharesies. Sharesies connect step 09

10 - Click on your Sharesight portfolio title to open up the Sharesight Portfolio Overview Page in a new tab. Your Sharesies Portfolio will be synced and Sharesight will automatically calculate all dividends and corporate actions for the holdings you have imported.

11 - If you have a large portfolio or too many transactions under one instrument for the integration to handle, a warning message will appear as below. If you see this message you should get in touch with Sharesight support to check for other options.

Sharesies connect step 11

Now that you have imported and synced your Sharesies Portfolio we recommend you:

1 - Review all trades imported.

a - Handle any negative holdings. (Holdings with less buy trades than sell trades can occur when stocks are transferred 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 and may differ from the rate used for the trade by your broker, these can be edited within the trade.

d - Handle any non automated corporate actions, such as mergers etc.

2 - Verify and confirm automatically generated data (dividends and corporate actions).

3 - Share access to your portfolio with your accountant.

4 - Add your other investments to Sharesight.

5 - Use Sharesight to help you complete your tax return.

How to disconnect your Sharesies Portfolio from Sharesight

1 - If you want to disconnect your Sharesies Portfolio from Sharesight, simply click on the “Disconnect’ button within your Sharesies Portfolio preferences. Sharesies Disconnect step 01

2 - A confirmation window will appear and click on “Disconnect” again. Sharesies Disconnect step 02

Note: This action will not delete any buy and sell transactions that have already been synced to Sharesight.

3 - A security check screen will appear to confirm and enter your Sharesies password. Sharesies disconnect step 3

4 - Your Sharesies portfolio will be disconnected from the Sharesight API.

Last modified on November 22, 2021 UTC

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