Keeping your portfolio up-to-date

Broker email import

Sharesight can import trades from the PDF contact note that your broker sends you via email. Simply forward the contract note to the email address that we create for your portfolio and the trade will be automatically recorded into your Sharesight portfolio. Better yet, instruct your broker to send a copy of the contract note directly to your portfolio’s email address so your portfolio is automatically updated each time you trade. Click here for full instructions.

Sharesight Connect

Sharesight Connect is a new service that allows you to electronically link your broker share trading account to your Sharesight portfolio. Click here for full details.

Last modified on January 7, 2015