If you trade via BOQ, you can directly connect your brokerage account to Sharesight, allowing you to automatically sync your historic and ongoing trades to your Sharesight portfolio.
Note: This connection only shares your trade history and ongoing investment data with Sharesight. None of your personal account data is shared.
1 – Login to or sign up for Sharesight.
2 - On the ‘Let's get you started with Sharesight’ page, select the ‘Import from a Broker’ tile.
3 - Click on the ‘BOQ Trading’ tile on the ‘Import from a Broker’ page.
4 - From the ‘Import and sync your BOQ Trading trade account with Sharesight' window, select the BOQ Trading link. This will load BOQ Trading.
5 - Sign in to your BOQ Trading account.
6 - In BOQ Trading select the 'Account' dropdown menu.
7 - Select ‘Tax & Portfolio Reporting’.
8 - Click ‘Register’.
9 - From the ‘Authority to share, you can either select or unselect ‘Send my entire trading history to Sharesight’.
Please note that historical data does not get imported via the connection (even on selecting the above option). Refer to the "Import your Historical Trades" section to transfer your historical buy and sell transactions.
10 - Select 'I authorise BOQ Trading to share data relating to my trading stockbroking account with Sharesight'.
11 - Click the ‘Proceed’ button.
12 - This will launch Sharesight. Sign in or sign up for a Sharesight account.
13 - Select which portfolio you would like your BOQ Trading holdings and trades to be imported to. You can choose an existing portfolio or create a new portfolio.
14 - Select ‘I agree to allow BOQ Trading to access this portfolio via Sharesight Connect’.
15 - Click ‘Finish’.
16 -- Once the process is completed, you will be redirected to the Sharesight overview page.
Import your historical trades from BOQ
- Login to your BOQ account
- Click on the Confirmations tab
- Select advanced option so the date range covers all historical trades
- Download them as a CSV file
- Upload your file in the BOQ broker tile
Note: If you have changed brokers and transferred the holdings to BOQ these trades will not be imported into Sharesight. Due to a chess transfer. For the international shares, please forward the pdf trade confirmation file from BOQ into your Sharesight's portfolio email address.
17 - Once the trades are saved, your Sharesight portfolio will be populated and the Portfolio Overview Page will load.
Your holdings will be calculated with Sharesight’s performance calculation methodology, which is a money-weighted return methodology, meaning the performance figures take account of the size and timing of cash flows.
Once you have established the connection, any time you trade with BOQ your trades will automatically be synced to your Sharesight portfolio. Sharesight will also automatically track dividends and corporate actions for the holdings you have imported, plus any ongoing trades.
The connection between BOQ Trading and Sharesight can be revoked at any time. However, it needs to revoked through both BOQ Trading & Sharesight.
Now that you have populated your portfolio we recommend you:
1 - Review the trades imported:
a - Handle any negative holdings - Holdings with less buy trades than sell trades (occurs when you have transferred stocks 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. 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.
Other methods to import your trades
If you choose not to connect your BOQ account to Sharesight, you can also import your historical trading data by uploading a spreadsheet file of trades, or have your trade confirmation emails automatically forwarded to Sharesight to capture ongoing trades.