Easily add trades from Macquarie Online Trading to Sharesight

Investors trading with Macquarie Online Trading can automatically import historical and ongoing trades to their Sharesight portfolio, making it easier than ever to leverage Sharesight’s award-winning performance, dividend tracking and tax reporting features.

Macquarie Online Trading is one of more than 200 global brokers that Sharesight supports. The portfolio tracker provides automatically updated price and dividend information on over 240,000 stocks, ETFs and mutual/managed funds, allowing you to effortlessly track the performance of all of your investments in one place.

Who is Macquarie Group?

Macquarie Group is an Australian multinational independent investment bank and financial services firm that was established in 1969. The bank has a digital trading platform, Macquarie Online Trading, which gives investors access to ASX-listed stocks, ETFs and managed funds from $19.95 per trade. Other features include access to market data and research, SMSF connectivity and custom alerts. Macquarie also offers investments through its private banking and wealth advisory service, Macquarie Private Bank.

Why you should import your Macquarie trades to Sharesight

By importing your trades with Macquarie Online Trading to Sharesight, you can easily track your investment performance across multiple brokers and asset classes, or take advantage of Sharesight’s advanced performance and tax reporting designed for the needs of Australian and New Zealand investors.

Unlike the data provided by most brokers, Sharesight gives investors the true picture of their investment performance by taking into account the impact of brokerage fees, dividends and capital gains on their returns. Sharesight also offers a range of powerful reports for investors including Performance, Portfolio Diversity, Contribution Analysis and Future Income (upcoming dividends). The ability to track cash accounts, property and even cryptocurrency is just another reason that investors should consider using Sharesight to track their investment portfolio.

How to import your Macquarie trades to Sharesight

Sharesight allows you to import your historical and ongoing trades in stocks and ETFs through the Trade Confirmation Emails feature, which supports confirmations from Macquarie Online Trading, Macquarie Private Bank and Hobson Wealth (formerly known as Macquarie Private Wealth in New Zealand). You can also choose to manually import your historical trades by uploading a spreadsheet file. Keep reading to learn more.

How to import historical trades through a spreadsheet

One simple way to import historical trades to Sharesight is by creating and formatting a spreadsheet file filled with trades from your trading account.

As long as the file contains all the required information, you can upload it to Sharesight and quickly bulk import the trading data you wish to see in your portfolio.

Use Sharesight’s Trade Confirmation Emails feature for ongoing trades

Sharesight’s Trade Confirmation Emails feature is an effortless way to import historical and ongoing trades to a Sharesight portfolio. By simply having your broker’s trade confirmations forwarded to your unique Sharesight email address, all of your trades are synced to your portfolio, inclusive of corporate actions such as dividends, mergers and stock splits, with no effort on your part.

Start tracking your Macquarie trades with Sharesight today

Thousands of Australian and New Zealand investors are already using Sharesight to manage their investment portfolios. What are you waiting for? Sign up and:

• Automatically track your dividend and distribution income from stocks, ETFs, LICs and Mutual/Managed Funds – including the value of franking credits

• Use the Dividend Reinvestment Plan (DRPs/DRIPs) feature to track the impact of DRP transactions on your performance (and tax)

• See the true picture of your investment performance, including the impact of brokerage fees, dividends, and capital gains with Sharesight’s annualised performance calculation methodology

• Track your dividend income with the Taxable Income Report

• Plus calculate your CGT obligations with Sharesight’s Australian Capital Gains Tax Report and Unrealised Capital Gains Tax Report

Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.

FURTHER READING

• Help - Import trades via your broker’s trade confirmations

• Blog - How Sharesight calculates your investment performance

• Blog - 5 ways Sharesight helps Australian investors at tax time

• Blog - 5 ways Sharesight helps NZ investors at tax time